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Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Curtis Long Jr. is a financial advisor with Edward Jones in Paola, Kansas, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving a broad range of clients including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs with discretionary and non-discretionary investment strategies.
Monty C
CFP®, Series 66
Paola, KS
Edward Jones
Monty Chayer is a CFP® certificant with seven years of experience in financial advising at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he worked at Walmart Distribution Center and USD 368. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Lloyd C
Series 66
Paola, KS
Edward Jones
Lloyd Campbell is a financial advisor with Edward Jones in Paola, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Baylor University and Life Time Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.
Jason B
Series 63, Series 65, Series 66
Paola, KS
Edward Jones
Jason Berning is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at Platte County and Astroturf Corp. Outside of his advisory role, Berning is a 50 percent partner in BV Properties LLC, a farmland and development venture in Richmond, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Cayman L
Series 66
Paola, KS
Edward Jones
Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
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