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Michael C

Series 66

Prescott, AZ

Edward Jones

Michael Clarke is a financial advisor at Edward Jones in Prescott, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles in the entertainment and digital production sectors, including positions at Nickelodeon and multiple production studios. Outside of financial advising, his background includes entrepreneurial and creative work within media and post-production companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed account strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, providing both discretionary and non-discretionary investment services under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Inheritance planning Founder/Business Owner
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Joseph C

Series 66

Prescott, AZ

Edward Jones

Joseph Crockett is a financial advisor with Edward Jones in Prescott, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he has interests in passive real estate investments and owns a fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Jeanette W

Series 66

Prescott, AZ

Edward Jones

Jeanette Wesley is a financial advisor at Edward Jones with 27 years of experience. She holds the Series 66 designation and is based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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