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Jasson L

Series 65, Series 63

Coeur D'Alene, ID

Edward Jones

Jasson Lamb is a financial advisor with Edward Jones in Coeur D'Alene, ID, holding Series 65 and Series 63 licenses and with 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a member of PELOLAMAC LLC, a recreational property business in Kingston, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm manages approximately $1.01 trillion in assets and provides a wide range of advisory programs, investment solutions, and affiliated financial services through a large network of advisors and offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jessie B

Series 66

Coeur D'Alene, ID

Edward Jones

Jessie Boswell is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been associated with Edward Jones since 2010, including her current role starting in 2025. Outside of her advisory work, she has experience in food service operations, including managing inventory and customer service at events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is recognized for its large network of advisors and branch offices, as well as its affiliated capabilities such as trust services and securities-based lending.

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

Series 66

Coeur D'Alene, ID

Edward Jones

Joseph Kelly is a Series 66-registered financial advisor with Edward Jones in Coeur D'Alene, ID, and has 14 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Cetera, Cetera Investment Services, and Columbia State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Military & Veterans
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