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Brittney O
Series 66
Lake St Louis, MO
Edward Jones
Brittney Obrien is a financial advisor with Edward Jones in Lake St Louis, MO, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC, and has held roles outside finance including serving as a restaurant server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Matthew H
CFP®, Series 63
Lake St Louis, MO
Edward Jones
Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.
James F
Series 66
Lake St Louis, MO
Edward Jones
James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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