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Jon M

Series 63, Series 66

Pagosa Springs, CO

Edward Jones

Jon Mills is a financial advisor with Edward Jones in Pagosa Springs, Colorado, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at AMERIPRISE FINANCIAL SERVICES INC, Equity Advisor Solutions, Wells Fargo Securities LLC, and Charles Schwab & Co Inc. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement withdrawal strategies Founder/Business Owner
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Kelly M

Series 66

Pagosa Springs, CO

Edward Jones

Kelly Maestas is a Series 66-credentialed financial advisor with Edward Jones, based in Pagosa Springs, Colorado. He has three years of industry experience, including ten years at Bank of the San Juans prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner Intergenerational Families Religious/faith focused
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