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Carl S

Series 66, Series 63

Butler, MO

Edward Jones

Carl Simpson is a financial advisor with Edward Jones in Butler, MO, holding Series 66 and Series 63 designations and bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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

Series 66

Butler, MO

Edward Jones

Christopher White is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and previously worked at Wal-Mart for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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