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Sherri S

Series 66

Little Rock, AR

Edward Jones

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. 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, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

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

Series 66

Little Rock, AR

Edward Jones

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner LGBTQIA
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Kelly J

CFP®, Series 63, Series 66

Little Rock, AR

Edward Jones

Kelly Journey is a CFP® professional with 24 years of experience in financial advising, currently serving clients at Edward Jones since 2002. Based in Little Rock, AR, Journey holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive LGBTQIA
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