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Sarah B
Series 66
St. Louis, MO
Edward Jones
Sarah Bauer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a network of over 23,000 advisors nationwide.
Joseph D
CFP®, Series 66
St. Louis, MO
Edward Jones
Joseph Davies is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Kirkwood, MO. Outside of his advisory role, Davies is a partner in a real estate business, Davies Real Estate, LLC. 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 supported by a large network of financial advisors and branch offices nationwide.
Matthew D
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Daus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2001. 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.
Lucas S
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Lucas Surges is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at TD Ameritrade, Scottrade, Northwestern Mutual, and the University of Missouri. Outside of finance, he has experience working with The Lawn Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Brett H
CFA®, Series 63
St. Louis, MO
Edward Jones
Brett Howard is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in St. Louis, MO. Outside of his advisory role, he is listed as owner of BNH Farms, LLC, an entity established to hold farmland but not utilized for any business activity. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lisa L
Series 66
St. Louis, MO
Edward Jones
Lisa Lail is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the St. Louis Better Business Bureau for 15 years and had roles at Judge Evaluations and Emmis Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lance F
Series 66
St. Louis, MO
Edward Jones
Lance Farner is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Danielle C
CFP®, Series 66
St. Louis, MO
Edward Jones
Danielle Conrey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has worked at Edward Jones since 2018 and previously held roles at TD Ameritrade Investment Management LLC, TD Ameritrade Inc, and Scottrade. 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 strategies and affiliated investment products while operating under a fiduciary standard.
Kelly W
Series 66
St. Louis, MO
Edward Jones
Kelly Warner is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Warner worked at Deloitte for four years. Warner holds a Series 66 designation and is based in Webster Groves, Missouri. 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 solutions, separately managed accounts, and affiliated mutual funds.
Emily W
Series 66
St. Louis, MO
Edward Jones
Emily Wall is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Elsevier. Outside of financial services, she owns Threaded Spools Studio LLC, a quilting business based in St. Charles, MO. 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, supported by a large network of financial advisors and branch offices nationwide.
Megan W
Series 66
St. Louis, MO
Edward Jones
Megan Willi Nicholson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Her prior work includes roles at Sky Music Lounge and Instacart. 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 national network of advisors and branch offices.
Andrew M
Series 63
St. Louis, MO
Edward Jones
Andrew Miedler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. 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 through a large national network of advisors and branch offices.
Steven K
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Steven Kuehl is a CFP® with 27 years of experience in the financial services industry. He has been with Edward Jones since 1998. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jake W
CFP®, Series 63, Series 65
St. Louis, MO
Edward Jones
Jake Weinstein is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. His prior roles include positions at Wells Fargo Clearing Services LLC, Scottrade, Inc., and Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christine R
Series 66
St. Louis, MO
Edward Jones
Christine Rogers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has worked at J. Crew since 2014. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Jasmin S
Series 66
St. Louis, MO
Edward Jones
Jasmin Skopljak 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, Jasmin worked at Bethesda Health Group and Unidine. Outside of finance, Jasmin has experience working as a grocery associate at Dierbergs, where responsibilities included stocking shelves and unloading trucks. 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 nationwide network of advisors and offices.
Milap M
Series 66
St. Louis, MO
Edward Jones
Milap Mehta is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Lifeline Vascular Care and Alight Solutions. 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 financial advisors and branch offices nationwide.
Mary D
Series 66
St. Louis, MO
Edward Jones
Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Zachary B
Series 66
St. Louis, MO
Edward Jones
Zachary Beiermann is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, having six years of industry experience. His work history includes roles at Edward Jones since 2018, as well as positions at Indiana University and Diversified Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and is noted for its extensive retail advisor and branch footprint and affiliated financial services beyond traditional advisory offerings.
Leonard P
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Leonard Pritchett II is a CFP®-designated financial advisor with over 30 years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 1995. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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