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Mark H

Series 66, Series 65, Series 63

Chillicothe, MO

Edward Jones

Mark Harrison is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 33 years and holds Series 66, Series 65, and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with 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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Kayla M

Series 66

Chillicothe, MO

Edward Jones

Kayla Massie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Veterans United Home Loans, Orscheln Products, Spectrum, and AT&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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