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Frank R

Series 63, Series 66

Gretna, LA

Edward Jones

Frank Roccaforte is a financial advisor with Edward Jones in Gretna, LA, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joshua O

Series 66

Gretna, LA

Edward Jones

Joshua Orr is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Gulf Coast Bank and Trust Company and was involved with NOCA Baseball. Outside of finance, he operated Plum Street Snoballs, a local business, for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large 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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Lendon R

CFP®, Series 63, Series 66

Gretna, LA

Edward Jones

Lendon Rogers is a CFP® professional with 21 years of experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains a rental property in Gretna, Louisiana. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial 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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Blake S

Series 66

Gretna, LA

Edward Jones

Blake Schmitt is a financial advisor with Edward Jones in Gretna, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Southern Glazers Wine and Spirits and Fastenal Industrial Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national presence with approximately 23,701 financial advisors and $1.01 trillion in assets under management.

General retirement planning Wealth management Founder/Business Owner
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Karen S

Series 66

Gretna, LA

Edward Jones

Karen Saboe is a Series 66-credentialed financial advisor at Edward Jones with four years of experience. Her prior work includes roles at HMS Schaefer Group and Professional Security Training, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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