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David Z

Series 66

Logan, UT

Edward Jones

David Zook is a Series 66-licensed advisor with Edward Jones in Logan, UT, bringing one year of industry experience. Before joining Edward Jones in 2025, he held roles at Measure, LLC and served in municipal positions with Cache County Corporation and Nibley City Corporation. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Wealth management Public Service Employee Real Estate Professional
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Jeffrey O

CFP®, ChFC®, Series 66

Logan, UT

Edward Jones

Jeffrey Olsen is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience and is based in Logan, Utah. 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 and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Dentist Government Employee
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