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Libbey W
Series 66
Great Falls, MT
Edward Jones
Libbey Winderl is a Series 66-licensed financial advisor at Edward Jones in Great Falls, Montana, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
James P
ChFC®, Series 66
Great Falls, MT
Edward Jones
James Porter is a ChFC® and Series 66-registered financial advisor with Edward Jones in Great Falls, MT. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,100 branch offices.
Patrick W
Series 66
Great Falls, MT
Edward Jones
Patrick Winderl is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is affiliated with the Idaho Community Foundation in Boise, ID. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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