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Max B

Series 66

Columbia, MO

Edward Jones

Max Butler is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Veterans United Home Loans and the Missouri National Guard. He is also associated with the Department of Veterans Affairs in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Military & Veterans Young Professionals
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Jody F

CFP®, Series 63

Columbia, MO

Edward Jones

Jody Frank is a CFP®-certified financial advisor with over 23 years of industry experience. She has been with Edward Jones since 2005, working in their Columbia, MO office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Courtney G

Series 66

Columbia, MO

Edward Jones

Courtney Glascock is a Series 66-registered financial advisor with Edward Jones in Columbia, Missouri, with four years of industry experience. Prior to joining Edward Jones in 2021, she was affiliated with Zyia Active LLC and spent 14 years at State Farm Insurance. She also has involvement as a distributor for a health and wellness supplements company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Columbia, MO

Edward Jones

Kristen Shay is a Series 66-licensed financial advisor with Edward Jones, based in Columbia, MO. She has eight years of industry experience, including four years at Estée Lauder Companies in the MAC Cosmetics division prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

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