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Eric H

CFP®, Series 66

Golden, CO

Edward Jones

Eric Hotchkiss is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Golden, Colorado. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Technology Professional Founder/Business Owner
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Stephanie J

Series 66

Golden, CO

Edward Jones

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management General estate planning guidance Founder/Business Owner Women Professionals
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Sean R

Series 66

Golden, CO

Edward Jones

Sean Regnier is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in advertising and insurance roles, including positions at Bayard Advertising and Goosehead Insurance. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Jesse S

Series 66

Golden, CO

Edward Jones

Jesse Schultz is a financial advisor with Edward Jones in Golden, Colorado, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Elevate Property Services, Inc., Epicon, LLC, and the Town of Marana Water Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide 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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