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James D

Series 66

Scottsdale, AZ

Edward Jones

James Donahue II is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 credential and over 10 years of industry experience. He has worked at Edward Jones since 2015 and has been involved with Genesis Futures Holding and JDII Capital Management Group since 2009 and 1993, respectively. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive
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Daniel G

Series 63, Series 66

Scottsdale, AZ

Edward Jones

Daniel Geffre is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, Geffre has taught a basic financial markets class through Moorhead Community Education. 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, operates under a fiduciary standard, and maintains a large network of advisors and branch offices nationwide.

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

CFP®, Series 63, Series 66

Scottsdale, AZ

Edward Jones

Jenna Short is a CFP® professional with 21 years of experience in the financial services industry, currently serving at Edward Jones since 2005. Based in Scottsdale, AZ, she holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns rental properties in Keystone, CO, including a VRBO/Airbnb that she manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Liquidity event planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Christian C

CFP®, Series 63, Series 66

Scottsdale, AZ

Edward Jones

Christian Colvin is a CFP®-designated financial advisor with Edward Jones in Scottsdale, AZ, with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner in a commercial property leasing business with his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
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Michael H

Series 63, Series 65

Scottsdale, AZ

Edward Jones

Michael Haptonstall is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Charles Schwab & Co., Inc. Haptonstall is also the CEO of Michael Haptonstall Photography, LLC, a business focused on photography and art sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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

Series 63, Series 66

Scottsdale, AZ

Edward Jones

Douglas Sklar is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options, operating under a fiduciary standard.

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

Series 63, Series 66

Scottsdale, AZ

Edward Jones

Steven Norman is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Norman is involved as a managing partner in Bulldog Holdings LLC, a property management business in Stillwater, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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