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Kathleen R

Series 63, Series 66

St Charles, MO

Edward Jones

Kathleen Riley is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she is a partner in a property ownership business. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

St Charles, MO

Edward Jones

Robin Barstow is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2014, with a brief period outside the firm at The Pet Doctor from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary investment products.

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

Series 66

St Charles, MO

Edward Jones

Justin Urbanowicz is a Series 66-licensed financial advisor with Edward Jones in St. Charles, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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John U

CFP®, Series 66

St Charles, MO

Edward Jones

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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