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Jessica P
Series 66
St. Louis, MO
Edward Jones
Jessica Peterson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. 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.
Steven S
Series 63, Series 65
St. Louis, MO
Edward Jones
Steven Snyder is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Helix Alternative Technologies Inc., LPL Financial, Fortigent, LLC, and Dunham. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices. The firm offers both discretionary and non-discretionary strategies and operates under a fiduciary standard.
Jessica S
Series 66
St. Louis, MO
Edward Jones
Jessica Sinks is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, 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 nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Brian T
CFA®, Series 63
St. Louis, MO
Edward Jones
Brian Therien is a CFA® charterholder with 19 years of industry experience. He has been with Edward Jones since 2004, serving as a financial advisor in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 discretionary and non-discretionary investment strategies under a fiduciary standard.
Rodney B
Series 63, Series 66
St. Louis, MO
Edward Jones
Rodney Bond is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.
William D
Series 66
St. Louis, MO
Edward Jones
William Duepner is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, Missouri. He has 16 years of industry experience and has been with Edward Jones since 2006. In addition to his advisory role, Duepner is involved with Duepner Distributing, Inc., a distribution company where he serves as Distribution Manager. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.
Vernice S
Series 66
St. Louis, MO
Edward Jones
Vernice Smith is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Outside of his advisory role, he mentors athletes through a sports agency, drawing on his background as a former professional football player. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.
Brandon K
Series 66
St. Louis, MO
Edward Jones
Brandon Koenigstein is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he serves as a financial arbitrator. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 advisors.
Alex C
Series 63, Series 66
St. Louis, MO
Edward Jones
Alex Cole is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2016, with a two-year period at Stifel Nicolaus & Co Inc. He is also the owner and operator of a content creation channel called Mid Millennial. 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, supported by a large nationwide network of advisors and branch offices.
Natasha B
Series 66
St. Louis, MO
Edward Jones
Natasha Benton 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 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 offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.
Brian S
Series 63, Series 66
St. Louis, MO
Edward Jones
Brian Saali is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in St. Louis, MO, he has spent his career at one firm. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.
Heather P
Series 66
St. Louis, MO
Edward Jones
Heather Piskulic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having nine 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment options under a fiduciary standard.
Kelly M
Series 66
St. Louis, MO
Edward Jones
Kelly Meyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists with invoicing for a construction business owned by her husband. Edward Jones serves individual and institutional clients with a broad range of wealth management services, operating a nationwide network of financial advisors and providing both discretionary and non-discretionary investment strategies under a fiduciary standard.
Luke B
CFP®, Series 66
St. Louis, MO
Edward Jones
Luke Bauer is a CFP® and holds a Series 66 license with Edward Jones in St. Louis, MO. He has six years of experience at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, his work history includes roles at Young Life, Harold's Doughnuts, and Greenscape Gardens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.
Deanna M
Series 63, Series 66
St. Louis, MO
Edward Jones
Deanna Marx is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
Timothy C
Series 66
St. Louis, MO
Edward Jones
Timothy Clark is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has served as a high school basketball coach at University City High School for 9 years and a football and track coach at Priory High School for 11 years. Clark 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 wide range of investment strategies and advisory services supported by a large network of advisors and branches nationwide.
Dane G
CFA®, Series 66
St. Louis, MO
Edward Jones
Dane Gray is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015, based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than 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 is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
Benjamin C
Series 66
St. Louis, MO
Edward Jones
Benjamin Cloar is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has been with Edward Jones since 2020, accumulating several years of experience at the firm. Prior to his career in finance, he worked at Helium Comedy Club and held various other roles. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Alexandra M
ChFC®, Series 66
St. Louis, MO
Edward Jones
Alexandra Marifian is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 credentials with 13 years of industry experience. She has been with Edward Jones since 2013 and is also involved with The St. Peters Rec Plex. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Philip M
Series 66
St. Louis, MO
Edward Jones
Philip Mayo is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.
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