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Jonathon S
Series 66
Bozeman, MT
Edward Jones
Jonathon Stites is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he manages personal business interests in ranching and real estate through several LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a network of over 23,000 financial advisors nationwide.
Justin L
ChFC®, Series 66
Bozeman, MT
Edward Jones
Justin Lappe is a financial advisor at Edward Jones in Bozeman, MT, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the assistant to the Commanding Officer of RS Portland in the Marine Corps, performing special assignments as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.
Manuel Maria N
Series 66
Bozeman, MT
Edward Jones
Manuel Maria N E Sou De Bessa Monteiro is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Imoboliaria Bessa Monteiro, Lda., Bank of Bozeman, Montana State University, and CLIP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors and 15,100 branch offices.
Afton O
CFP®, Series 66
Bozeman, MT
Edward Jones
Afton O’Meara is a CFP® certificant and Series 66 license holder with 12 years of industry experience. Currently associated with Edward Jones since 2025, O’Meara has prior experience at firms including North Star Financial, PURE, Merrill, and Wells Fargo Advisors. Outside of advisory roles, O’Meara has been involved in managing rental properties in Gallatin Gateway, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard across a broad national network of advisors and branch offices.
Chad B
CFP®, Series 66
Bozeman, MT
Edward Jones
Chad Bunting is a CFP® and Series 66-registered financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2016 and is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Madelyn L
Series 66
Bozeman, MT
Edward Jones
Madelyn Leier is a Series 66-registered financial advisor with Edward Jones in Bozeman, MT. She has one year of industry experience and previously held roles at Bozeman Health Deaconess Hospital, Plonk, and several other local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of financial advisors and offices.
Connor H
Series 66
Bozeman, MT
Edward Jones
Connor Hausauer is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at the City of Bozeman, Bozeman Site Services, Titleist Golf Company, and Bozeman Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Jared H
CFP®, ChFC®, Series 63, Series 66
Bozeman, MT
Edward Jones
Jared Hauskins is a financial advisor with Edward Jones in Bozeman, MT, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the Finance Committee of Riverside Country Club in Bozeman and operates a sole proprietorship selling excess hay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory programs, supported by a large nationwide network of financial advisors and branch offices.
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