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Jathan M

Series 63, Series 66

Glenwood Springs, CO

Edward Jones

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

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

Series 66

Glenwood Springs, CO

Edward Jones

Savannah Kellogg is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previous work experience that includes positions at CorePower Yoga and the University of Denver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Jonah K

Series 66

Glenwood Springs, CO

Edward Jones

Jonah Kelley is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Aspen Skiing Company and Vail Resorts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Charitable giving & philanthropy Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Hollis K

Series 63, Series 65

Glenwood Springs, CO

Edward Jones

Hollis Kelley Jr. is a financial advisor with Edward Jones in Glenwood Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its large advisor and branch network, affiliated mutual funds, and a fiduciary standard of service.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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