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Logan Y

Series 66

Brooklyn, NY

Edward Jones

Logan Youngblood is a financial advisor with Edward Jones in Brooklyn, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Raven Nest Golf Course and taught at Sam Houston State University and Livingston High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

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

Series 66

Brooklyn, NY

Edward Jones

Morgan Parker is a financial advisor at Edward Jones in Brooklyn, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Parker worked at Fordham University and held various roles including student and homemaking. 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 large nationwide network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy Professional Athlete Founder/Business Owner LGBTQIA
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David B

Series 66

Brooklyn, NY

Edward Jones

David Baum is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates through a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance ESG / Sustainable investing Founder/Business Owner Executive
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Roman E

Series 63, Series 66

Brooklyn, NY

Edward Jones

Roman Eppel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, New York Life/Eagle Strategies LLC, and TD Bank NA. Based in Brooklyn, NY, Eppel joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branches.

Retirement income strategy General estate planning guidance Wealth management Doctor or Medical Professional Government Employee
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