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Alicia A

CFP®, Series 66

South Jordan, UT

Edward Jones

Alicia Allen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to her advisory role, she spent two years in homemaking. Outside of her advisory work, she teaches a youth Sunday School class at the Church of Jesus Christ of Latter Day Saints and conducts research as a research assistant for the Utah Women and Leadership Project. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Founder/Business Owner Executive Doctor or Medical Professional
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Angie B

Series 66

South Jordan, UT

Edward Jones

Angie Battaglia is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2016 and previously operated a small business, Chocolate Covered Wagon, from 2003 to 2017. Outside of her advisory role, she is a member and owner of two jointly held real estate management companies in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

South Jordan, UT

Edward Jones

Amy Archibald is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and two years of industry experience. She previously worked as a CPA for the State of Utah Department of Human Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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

Series 66

South Jordan, UT

Edward Jones

Chance Hiskey is a financial advisor with Edward Jones in South Jordan, UT, holding a Series 66 credential and 18 years of industry experience, all with Edward Jones since 2008. He is involved in several real estate-related ventures, including property ownership and management companies held jointly with colleagues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Brayden C

Series 66

South Jordan, UT

Edward Jones

Brayden Campbell is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Podium and BYU Athletic Department. Outside of advising, he has worked as a food delivery driver for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

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