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Karl F

Series 66

Oak Ridge, TN

Edward Jones

Karl Flatau is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors, broad retail and institutional client base, and a variety of affiliated investment and fiduciary services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jennifer S

Series 66

Oak Ridge, TN

Edward Jones

Jennifer Skiles is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Brogan Financial and FTB Advisors, Inc. Outside of her advisory work, she is associated with Publishing Advantage Group in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Government Employee
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Christopher S

Series 66

Oak Ridge, TN

Edward Jones

Christopher Shamblin is a financial advisor at Edward Jones in Oak Ridge, Tennessee, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education at several local schools from 2016 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Oak Ridge, TN

Edward Jones

Briana Sprunger is a Series 66-licensed financial advisor at Edward Jones in Oak Ridge, Tennessee, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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