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Patrick B

Series 66, Series 63

Independence, MO

Edward Jones

Patrick Bolger is a financial advisor at Edward Jones with 30 years of industry experience. He has held his current position since 1996 and holds Series 66 and Series 63 credentials. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, 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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Jacob B

Series 66

Independence, MO

Edward Jones

Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

College savings (529s, UTMA, etc.) Founder/Business Owner Doctor or Medical Professional
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