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Joanna B

Series 66

Overland Park, KS

Edward Jones

Joanna Bramlett is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience and is based in Overland Park, Kansas. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Wealth management Executive
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Justin S

Series 66

Overland Park, KS

Edward Jones

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Tracy K

CFP®, Series 66

Overland Park, KS

Edward Jones

Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Business ownership considerations Divorce financial planning Wealth management Founder/Business Owner
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Alyssa J

CFP®, ChFC®, Series 66

Overland Park, KS

Edward Jones

Alyssa Jennings is a financial advisor at Edward Jones in Overland Park, KS, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner
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Kaddie B

Series 66

Overland Park, KS

Edward Jones

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience starting in 2024. Her prior work includes roles in healthcare and the food service industry. 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 advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

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

ChFC®, Series 66

Overland Park, KS

Edward Jones

Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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