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Joshua K

Series 66

St. Louis, MO

Edward Jones

Joshua Kean is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a musician in various musical groups in the St. Louis area. 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 across a nationwide network of more than 23,700 financial advisors 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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James S

Series 63, Series 66

St. Louis, MO

Edward Jones

James Steed Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 24 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 offers a range of advisory programs and investment strategies, 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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Hannah S

Series 66

St. Louis, MO

Edward Jones

Hannah Scoles is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with VINCENZOS, an additional business activity she has maintained since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and maintains a large national network of advisors and offices, managing approximately $1.01 trillion in assets.

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

Series 66

St. Louis, MO

Edward Jones

Christopher Dominguez is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he owns Cozy Dog Furniture LLC, a custom dog furniture business, and is a publisher and writer of several books on ADHD organization and inspiration. 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 large network of financial advisors and offers a range of advisory programs with both discretionary and non-discretionary investment strategies.

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

Series 66

St. Louis, MO

Edward Jones

Nicholas Hessler is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 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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Angela M

Series 66

St. Louis, MO

Edward Jones

Angela Mondello is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2017 and was previously employed at First Bank from 2015 to 2017. 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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John B

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

John Boylan Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Edward Jones since 2015. 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 financial advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Nicholas Serati is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at Stifel, Nicolaus & Company Inc, Charles Schwab & Co Inc, and TD Ameritrade. 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 strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and access to affiliated mutual funds, 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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Brian F

Series 63, Series 66

St. Louis, MO

Edward Jones

Brian Forbes is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 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, offering a range of investment advisory programs and 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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Edward N

CFP®, Series 66

St. Louis, MO

Edward Jones

Edward Neuner is a CFP® and holds a Series 66 license. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Sean Abernathy is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a partner at a bar in St. Louis, where he bartends and manages. 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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Matthew B

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Matthew Boltz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, Boltz serves as an online tutor of economics and finance for Tutor.com. 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 affiliated services, 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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Corinna B

Series 63, Series 66

St. Louis, MO

Edward Jones

Corinna Bommarito is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Sabrina M

Series 66

St. Louis, MO

Edward Jones

Sabrina Marsh is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 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 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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Joshua K

CFP®, Series 63, Series 65, Series 66

St. Louis, MO

Edward Jones

Joshua Kettleson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Midland Financial Advisors Inc and Midland States Bank. Outside of finance, he is a passive owner of Amy Kettleson Photography, LLC, a portrait photography business. 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 financial advisors 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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Jason R

Series 66

St. Louis, MO

Edward Jones

Jason Rye is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. 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.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Patrick Reed is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. Based in St. Louis, MO, Reed has spent his career at this institution, which is one of the largest wealth management firms in the U.S. Edward Jones serves 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. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other specialized services.

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

Series 66

St. Louis, MO

Edward Jones

Josephine Sangiorgio Hirth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Her work history includes roles at Edward Jones since 2019 and four years at HeplerBroom prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services 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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Elizabeth L

Series 66

St. Louis, MO

Edward Jones

Elizabeth Lyons is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lawrence Kamin Saunders & Uhlenhop LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and proprietary money market funds.

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

Series 66

St. Louis, MO

Edward Jones

Angela Chilcutt is a financial advisor at Edward Jones with 18 years of experience at the firm and 13 years in the industry. She holds the Series 66 designation and is based in Defiance, Missouri. Outside of her advisory role, she manages a rental property in Lake St. Louis, Missouri. 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 affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient 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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