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Glen M

Series 63, Series 66

St Augustine, FL

Edward Jones

Glen Mason is a financial advisor with Edward Jones in St. Augustine, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes multiple tenures at Edward Jones as well as positions at Merrill Lynch and SS&C Advent. Between roles in finance, he was involved with Anastasia Baptist Church for three years. 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 programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 63, Series 66

Saint Augustine, FL

Edward Jones

Amy Scott is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Based in Saint Augustine, FL, she is part of a large network of advisors serving diverse client needs. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 65, Series 66

Saint Augustine, FL

Edward Jones

Mary Scholten is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining Edward Jones in 2022, she worked for Plante Moran financial advisors for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering various discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 66

St Augustine, FL

Edward Jones

Brian Frambes is a financial advisor with Edward Jones in St. Augustine, FL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, JP Morgan Securities, and Lincoln Financial Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide 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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Mathew S

Series 63, Series 66

St Augustine, FL

Edward Jones

Mathew Stone is a financial advisor with Edward Jones in St. Augustine, FL, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He previously worked at Fidelity Brokerage Services LLC from 2006 to 2017 and has been with Edward Jones since 2019. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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