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Kenneth W

CFP®, Series 63, Series 65

Ponderay, ID

Edward Jones

Kenneth Wood is a CFP® professional at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

Ponderay, ID

Edward Jones

Charity Hegel is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Litehouse, Inc. for twelve years. Hegel serves as a board member for the Sandpoint Community Resource Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by its extensive retail advisor and branch footprint.

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