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Toby K

Series 66

Brighton, CO

Edward Jones

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Retirement income strategy General retirement planning Educators, Teachers, and Academics Young Professionals
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Jennifer R

CFP®, Series 66

Brighton, CO

Edward Jones

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Forrest H

Series 63, Series 66

Brighton, CO

Edward Jones

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Timothy R

CFP®, Series 66

Brighton, CO

Edward Jones

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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