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Sharon S

Series 66

St. Louis, MO

Edward Jones

Sharon Saunders is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. She has 26 years of industry experience and has been with Edward Jones since 1999. 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 options under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Sasha Moreno is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Moreno worked for sixteen years at United Health Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Anne Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm operates a large nationwide network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and a range of overlay and tax-efficient services under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Latham Ehlen is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 21 years. Based in St. Louis, MO, she has been with Edward Jones since 2021. 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 under management and offers a range of advisory services, 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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Aaron L

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Aaron Ladner is a Certified Financial Planner (CFP®) at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. 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 is known for its extensive advisor network, comprehensive advisory programs, and affiliated investment capabilities.

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

Series 66

St. Louis, MO

Edward Jones

Alexis Pruitt Payne is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she also works as an Uber driver in Saint Louis, MO. 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 under management through a nationwide network of over 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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Kevin B

Series 66

St. Louis, MO

Edward Jones

Kevin Buie Sr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. He serves as a trustee and Governance Committee Vice Chair for Diversity, Equity, and Inclusion on the board of New City School in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Angela Mandrell is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She 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 broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Susan Bachmann is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets and operates 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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Danielle K

Series 66

St. Louis, MO

Edward Jones

Danielle Kwiatkowski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of experience at the firm. Prior to her current role, she worked briefly in massage therapy and taught at St. Louis Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.

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

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

August Larson III is a CFP®-designated financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2022. Based in St. Louis, MO, Larson holds Series 63 and Series 66 licenses. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Melanie Winski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. 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 nationwide network of more than 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Kelly Jager is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her financial advisory role, she maintains a solo criminal law defense practice handling a limited number of pro bono traffic cases for family and close friends. 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 network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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

Series 66

St. Louis, MO

Edward Jones

Temirlan Dauletbayev is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Johns Hopkins University, the Central Bank of Kazakhstan, and KPMG. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tailored advisory services.

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

Series 65

St. Louis, MO

Edward Jones

Eric Paul is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 65 designation and has worked at Wilmington Trust Investment Advisors since 2005, as well as at M&T Bank and M&T Securities since 2003. 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 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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Delise R

Series 66

St. Louis, MO

Edward Jones

Delise Rion is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Tyler Sherry is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a self-employed game developer and digital artist, creating 2D and 3D art and occasionally publishing games on various platforms. 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 and investment solutions 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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Mitchell T

Series 66

St. Louis, MO

Edward Jones

Mitchell Tunink is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. His work history includes previous roles at Gossin Agency Inc and Ameritas Investment, as well as periods of self-employment. Tunink returned to Edward Jones in 2021 after an earlier tenure from 2007 to 2008. 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 operates a large nationwide network of financial advisors and branch offices, offering 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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Beth P

Series 66

St. Louis, MO

Edward Jones

Beth Parker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has engaged in selling old collectibles on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Odell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and totaling 27 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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