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Robert B

Series 63, Series 66

Ft Collins, CO

Edward Jones

Robert Burck is a financial advisor with Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as president of a homeowners association in Fort Collins. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 and operates a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

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

Series 66

Ft Collins, CO

Edward Jones

John Eggerman II is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with three years of industry experience. His prior work includes positions in banking and financial services at firms such as JPMorgan Chase Bank, N.A. and Blue Federal Credit Union. He is listed as a member of Epique Horizons LLC, a photography business that is currently inactive. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and branches and provides additional services such as tax-efficient investing and securities-based lending.

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