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Jacob F

Series 66

St. Louis, MO

Edward Jones

Jacob Fischer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 9 years of industry experience. He has been with Edward Jones since 2007 and is also involved with Kirkwood Library and Maryville University. Outside of his advisory role, Fischer authors articles for academic journals and presents on psychological principles in the workplace at professional education conferences. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by 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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Matthew S

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Sheets is a financial advisor at Edward Jones in Saint Charles, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations 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 and offers a range of advisory strategies and affiliated investment products 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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Corey C

Series 66

St. Louis, MO

Edward Jones

Corey Conway is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at The Bank of Houston and six years at WJR Jr. LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services 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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Karen H

Series 66

St. Louis, MO

Edward Jones

Karen Hampton is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her financial services career, she spent ten years with Heart of America Bariatrics, LLC. 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 services, including discretionary and non-discretionary strategies, 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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Steven K

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Kopf is a financial advisor at Edward Jones with 31 years of industry experience. He has worked at Edward Jones and Edward D. Jones & Co., L.P. since 1996 and was previously with First Financial Planners. Kopf holds Series 63 and Series 66 designations. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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April K

Series 63, Series 66

St. Louis, MO

Edward Jones

April Klobe is a financial advisor with Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 1997. 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, 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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Andrew T

Series 66

St. Louis, MO

Edward Jones

Andrew Tangaro is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is a co-owner of Kirkwood Montessori School, a school serving children aged 1.5 to 6, though his wife manages its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers 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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Trevor O

Series 66

St. Louis, MO

Edward Jones

Trevor Orr is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at Kforce, Ascent Corp, Epiq Legal, and the University of Missouri. Outside of his advisory role, he assists with the finances of a cake and sweets business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers 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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Christine D

Series 66

St. Louis, MO

Edward Jones

Christine Duggan is a financial advisor at Edward Jones in Lake Saint Louis, MO, with 17 years of industry experience. She holds the 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 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kelly Crisp is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory role, she serves as secretary of a retail holding company associated with an RV dealership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Mark Wilkes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education with the Blue Springs and Raytown School Districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Educators, Teachers, and Academics
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Kathryn T

Series 66

St. Louis, MO

Edward Jones

Kathryn Trouton Alexander is a financial advisor at Edward Jones in St. Louis, Missouri, with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worths, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

CFP®, Series 63

St. Louis, MO

Edward Jones

Alejandro Galatoire is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at TD Ameritrade Inc and Scottrade. He is based in St. Louis, MO. 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 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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Tiffany J

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Tiffany Jordan is a CFP® professional with 26 years of industry experience, serving as a financial advisor at Edward Jones since 1999. She holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices. The firm provides 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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Ryan A

Series 66

St. Louis, MO

Edward Jones

Ryan Albrecht is a Series 66-registered financial advisor with Edward Jones, based in St. Louis, MO. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Renee Sarakas is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2009, based in Saint Charles, MO. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St. Louis, MO

Edward Jones

Dawn Hecker is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Sofia L

Series 66

St. Louis, MO

Edward Jones

Sofia Lasarte is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Montgomery Bank. Prior to entering the financial industry, she spent seven years in full-time education. 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 about 23,701 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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Amanda B

Series 66

St. Louis, MO

Edward Jones

Amanda Boyce is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates 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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Paul S

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Paul Simmons is a financial advisor with Edward Jones in St. Louis, MO. He holds the CFP®, CFA®, and Series 66 credentials and has 16 years of industry experience, including over 17 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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