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David W

ChFC®, Series 66

Denver, CO

Edward Jones

David Wood is a financial advisor at Edward Jones in Denver, CO, holding ChFC® and Series 66 designations with seven years of industry experience. He previously worked at Foxfield Financial and Tempsmart before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Founder/Business Owner
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Jeffrey S

Series 63, Series 66

Denver, CO

Edward Jones

Jeffrey Stotler is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of a local co-ed bowling league, where he helps enforce and educate on USBC rules. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Military & Veterans
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Jacob L

Series 66, Series 63

Denver, CO

Edward Jones

Jacob Lauer is a financial advisor at Edward Jones in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Northwestern Mutual for three years and has experience in various roles including construction and retail. 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 programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

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