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Heather P

Series 66

Evanston, WY

Edward Jones

Heather Payne is a financial advisor with Edward Jones in Evanston, Wyoming. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in a skincare products business called Pomifera. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

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

CFP®, Series 66

Evanston, WY

Edward Jones

Joshua Roundy is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Second Councilor in the Bishopric at The Church of Jesus Christ of Latter Day Saints in Evanston, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Oil & Gas Founder/Business Owner
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Jason K

Series 66

Evanston, WY

Edward Jones

Jason Kennedy is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Based in Evanston, Wyoming, his career has been focused within the same firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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