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Qilun Z

Series 66

St. Louis, MO

Edward Jones

Qilun Zhou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Zhou served in the United States Navy for seven years and worked at the University of Rochester for two years. 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 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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Jeffrey W

CFA®, Series 63

St. Louis, MO

Edward Jones

Jeffrey Windau is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in St. Louis, MO, he holds a Series 63 license. 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 wrap fee strategies, 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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John W

Series 63, Series 66

St. Louis, MO

Edward Jones

John Wright Jr. is a financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors and as an individual consultant. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Kirsten C

Series 66

St. Louis, MO

Edward Jones

Kirsten Campbell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at Washington University School of Medicine. 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 advisory strategies 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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Jeffrey M

Series 66

St. Louis, MO

Edward Jones

Jeffrey Mc Glawn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a 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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Cole R

Series 66

St. Louis, MO

Edward Jones

Cole Reavis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and providing financial services for seven years. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Brian Harris is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Edward Jones since 2006. 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 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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Thomas W

Series 66

St. Louis, MO

Edward Jones

Thomas Whitmire is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. His work history includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Edward Jones. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Krystal P

CFP®, Series 66

St. Louis, MO

Edward Jones

Krystal Price is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, and has 18 years of industry experience. She has worked with Edward Jones for 19 years since 2007. 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 large national network of advisors and branches. The firm provides both discretionary and non-discretionary strategies, including tax-efficient services and proprietary 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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Sara B

Series 66

St. Louis, MO

Edward Jones

Sara Beste is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies with a 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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Kyle P

Series 66

St. Louis, MO

Edward Jones

Kyle Prewitt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he served in the United States Air Force for 20 years. He is also a co-owner of Urban Fort Play, a children's retail and play space in St. Louis. 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, 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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Christopher B

Series 66

St. Louis, MO

Edward Jones

Christopher Bentler is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank, National Association from 2009 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, access to 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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Cathy T

Series 66

St. Louis, MO

Edward Jones

Cathy Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2019 and previously worked at The Boeing Company for 14 years. 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 solutions, managing approximately $1.01 trillion in assets through a 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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Deric M

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Deric Mcspadden is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2010. 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 strategies 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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Kristen S

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Kristen Steffens is a CFP® and CFA® charterholder with 13 years of industry experience. She has been with Edward Jones in St. Louis, MO, since 2016. Outside of her advisory role, she serves as an assistant troop leader for the Girl Scouts of Eastern Missouri. 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 solutions, operates under a fiduciary standard, and maintains 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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Mandy J

Series 66

St. Louis, MO

Edward Jones

Mandy Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has worked as a Mary Kay beauty consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of advisors and branch offices and provides additional services such as tax-efficient strategies, overlay services, and securities-based lending.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Karen Fishwild is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of 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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Heath C

Series 63, Series 66

St. Louis, MO

Edward Jones

Heath Cato is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has previously worked at PNC Investments and Scottrade before joining Edward Jones in 2019. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Timothy Thurman is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO. He has 10 years of industry experience, including 12 years at 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

David Cintel is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 license and previously worked at Maryville University and Lindenwood University. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by 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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