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Teresa F
Series 66
Scottsdale, AZ
Edward Jones
Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
Ryan M
CFP®, Series 66
Scottsdale, AZ
Edward Jones
Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.
Trenten H
Series 66, Series 63
Scottsdale, AZ
Edward Jones
Trenten Heiser is a financial advisor at Edward Jones in Scottsdale, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, he held positions at The Vanguard Group, Nike, and the Phoenix Suns. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branches.
William C
CFP®, Series 66
Scottsdale, AZ
Edward Jones
William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Morgan B
Series 66
Scottsdale, AZ
Edward Jones
Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.
Vickie W
ChFC®, Series 63, Series 65
Scottsdale, AZ
Edward Jones
Vickie Wicks is a financial advisor at Edward Jones with 35 years of industry experience. She has been with Edward Jones since 1995 and holds the ChFC®, Series 63, and Series 65 designations. Outside of her advisory work, she serves on the boards of the Better Business Bureau, QLQH Catholic School, and Sowela Technical College Foundation, and she is authoring a book. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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