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Marcus J

CFP®, Series 63

Sandy, UT

Edward Jones

Marcus Johnson is a financial advisor with Edward Jones who holds the CFP® and Series 63 designations and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of financial advising, he is involved in photography, selling his work through an art website. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as tax-efficient services and affiliated investment products.

Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management General estate planning guidance Founder/Business Owner Technology Professional Intergenerational Families
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Ryan S

Series 66

Sandy, UT

Edward Jones

Ryan Searle is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he serves as the treasurer of The Wellness Farm Foundation board in Bluffdale, UT. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Real estate investing Founder/Business Owner
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Christian A

CFP®, Series 66

Sandy, UT

Edward Jones

Christian Anderson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Vantage Marketing and spent six years at Brigham Young University. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Emma J

Series 66

Sandy, UT

Edward Jones

Emma Johnson is a Series 66-licensed financial advisor with Edward Jones in Sandy, Utah, having one year of industry experience. Before joining Edward Jones, she held positions at Scholastic Corporation, The Walt Disney Company, and Kohl’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and integrated services such as a trust company and securities-based lending.

Charitable giving tax strategies Family Business Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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