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Stephen H

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Halm is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1998. 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 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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David R

Series 66

St. Louis, MO

Edward Jones

David Rauh is a financial advisor at Edward Jones in Saint Louis, MO, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2010. 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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Bryan R

Series 66

St. Louis, MO

Edward Jones

Bryan Rapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of Kava Beverages LLC, a ready-to-drink beverage business based in Saint 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 and investment solutions through 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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Laura B

Series 66

St. Louis, MO

Edward Jones

Laura Baughman is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO, and has seven years of industry experience. She has worked at Edward Jones since 2007, with a brief period at Athleta from 2021 to 2022. Outside of her advisory role, she contributes as a collaborator and content creator for Sea Captain Coaching, co-presenting seminars and authoring a book sold on Amazon aimed at college students and emerging leaders. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Brian Graves is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2004. 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 discretionary and non-discretionary 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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Shane D

Series 63, Series 66

St. Louis, MO

Edward Jones

Shane Duggin is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2004 and 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. 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.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kirk Bouckaert is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 1995. He is a 50% owner of Bouckaert Designs, a business owned jointly with his wife, though he has no active role in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and maintains 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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David H

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

David Heger is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including 14 years with Edward Jones. 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, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Christina Morales is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Monaco Homes, LTD and Dallas Landscape Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by 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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David B

Series 66

St. Louis, MO

Edward Jones

David Bunzel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2007, totaling 19 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through 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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Jordon R

Series 63, Series 66

St. Louis, MO

Edward Jones

Jordon Riley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Allsup Inc. before joining Edward Jones in 2019. 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 wrap fee strategies and separately managed accounts, and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Steven Black is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, he works within a large network of advisors at the firm. 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. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Jamie Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 credentials. Meyer serves as a trustee for the Westbrooke Estates Homeowners Association in Ballwin, MO, where he helps authorize payments and organize community events. 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 nationwide network of more than 23,000 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Clara Fronabarger is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with less than one year of industry experience. Prior to her current role, she worked in the hospitality industry and held positions in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains 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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Majda J

Series 66

St. Louis, MO

Edward Jones

Majda Jakubovic is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with three years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years at Sedey Harper Westhoff PC. 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 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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Jerome D

Series 66

St. Louis, MO

Edward Jones

Jerome Dorhauer Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years at Edward Jones and a total of four years in the industry. Prior to joining Edward Jones, he worked for SSM Healthcare for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

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

Series 66

St. Louis, MO

Edward Jones

Zachary Schubert is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

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

Series 66

St. Louis, MO

Edward Jones

Erin Urdi is a Series 66–licensed financial advisor at Edward Jones, based in St. Louis, MO, with 13 years of industry experience. She has been with Edward Jones since 2011. 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 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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Jacob M

Series 66

St. Louis, MO

Edward Jones

Jacob Maul is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones Trust Company from 2013 to 2016 before joining Edward Jones as a financial advisor in 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

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

Series 66

St. Louis, MO

Edward Jones

Marjorie Truman is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2014, with a brief period at Come Play STL from 2022 to 2024. 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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