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Kelly O

Series 66

Mesquite, NV

Edward Jones

Kelly Olson is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her financial career, she worked for six years in the Logan City School District. Outside of advising, her family operates a mobile concession business selling kettle corn and cotton candy at fairs and festivals. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Mesquite, NV

Edward Jones

Derrick Martinez is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

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