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Jessica K

Series 66

St Louis, MO

Edward Jones

Jessica Kim is a financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2016 and previously worked at Aerotek. Outside of her advisory work, she has experience working as a waitress at a restaurant in Valley Park, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Doctor or Medical Professional Women Professionals Women's Finance
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Jonathan D

Series 63, Series 66

Clayton, MO

Edward Jones

Jonathan Devers is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 credentials. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Lauren H

Series 66

Clayton, MO

Edward Jones

Lauren Heberer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior work experience in retail and e-commerce, including roles at J. Mclaughlin and as an owner and creator of Halloween costumes sold through Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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