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Jessica B

Series 66

Fargo, ND

Edward Jones

Jessica Brand is a financial advisor at Edward Jones in Fargo, ND, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Infinex Investments and Alerus Financial N.A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory.

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

Series 66

Fargo, ND

Edward Jones

Emily Carlson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has been in the industry since 2020, previously working at Hustad Wealth Management from 2014 to 2020. Carlson is based in Fargo, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Fargo, ND

Edward Jones

Bert Cameron is a financial advisor at Edward Jones in Fargo, ND, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones for 21 years. Outside of advising, he is involved in farmland rental ownership. Edward Jones serves over four million clients, including individual and institutional investors, and offers a range of advisory services such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner
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