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Charles P
Series 63, Series 66
Grand Junction, CO
Edward Jones
Charles Poland is a financial advisor at Edward Jones in Grand Junction, Colorado, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. 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, operating under a fiduciary standard.
Jonathan B
Series 66
Grand Junction, CO
Edward Jones
Jonathan Builteman is a financial advisor at Edward Jones in Grand Junction, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for the City of Grand Junction for nine years. Edward Jones is a full-service wealth management firm serving over 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 and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.
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