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Stephanie J

Series 66

Clinton, UT

Edward Jones

Stephanie Johnston is a financial advisor at Edward Jones with a Series 66 designation and over 13 years of experience at the firm. Prior to her financial advisory career, she spent 25 years at Shepherd Orthodontics. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

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

Series 66

Clinton, UT

Edward Jones

Stuart Malan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at ACT Aerospace and spent over a decade at Zero Manufacturing, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Early retirement planning Founder/Business Owner
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Dan J

Series 66

Clinton, UT

Edward Jones

Dan Johnston is a Series 66-licensed financial advisor with Edward Jones in Clinton, UT, where he has worked for 13 years. His experience is solely with Edward Jones. 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 solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

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

Series 66

Clinton, UT

Edward Jones

Kade Johnson is a financial advisor with Edward Jones in Clinton, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in pest control and had roles with Weber State University and the Utah Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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