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Derek K

Series 66

St. Louis, MO

Edward Jones

Derek Kendall is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in Saint Louis, MO, Kendall operates within a large institutional firm known for its comprehensive wealth management services. Edward Jones serves over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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

Series 63, Series 65

St. Louis, MO

Edward Jones

Nicole Bascombe is a financial advisor at Edward Jones with 18 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones. Bascombe holds Series 63 and Series 65 licenses. 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 strategies, including discretionary and non-discretionary managed solutions, 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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Jonathan M

Series 66

St. Louis, MO

Edward Jones

Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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, with 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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Elizabeth N

Series 66

St. Louis, MO

Edward Jones

Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. 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 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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Andrew C

Series 66

St. Louis, MO

Edward Jones

Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and 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 provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

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

CFP®, ChFC®, Series 66

St. Louis, MO

Edward Jones

Robert Myers is a CFP® and ChFC® affiliated with Edward Jones in St. Louis, MO, where he has 17 years of industry experience. He 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 various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies 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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Sheila V

Series 66

St. Louis, MO

Edward Jones

Sheila Van Essen is a financial advisor at Edward Jones in St. Louis, Missouri, with eight years of industry experience and a Series 66 designation. She worked at Ernst and Young for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Michael Zangrilli is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he operates an online used book business and works part-time as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment options, 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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Deepa C

Series 66

St. Louis, MO

Edward Jones

Deepa Chandran is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. 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 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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Hannah K

Series 66

St. Louis, MO

Edward Jones

Hannah Knott is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with Tacos y Tequila and Lavelle's Bistro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a broad 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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Joshua A

Series 66

St. Louis, MO

Edward Jones

Joshua Astudillo is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri. He has 8 years of industry experience, all of which he has spent 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 and offers 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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Kamikka M

Series 66

St. Louis, MO

Edward Jones

Kamikka Moore is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 17 years of industry experience. She has been with Edward Jones since 2003. 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 through 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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Cindy H

Series 63, Series 66

St. Louis, MO

Edward Jones

Cindy Hults is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones and its predecessor entities continuously since 1996. Outside of her advisory role, she serves as co-chair of the Missouri Botanical Garden’s young professionals program. 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 and affiliated investment products, operating under a fiduciary standard with a broad national footprint of financial advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Stephanie Wareheim is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following prior roles at U.S. Bank and Scottrade. Outside of finance, she is involved in a bicycle shop where she participates in activities such as building bicycles and managing inventory. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs and affiliated financial products.

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

Series 66

St. Louis, MO

Edward Jones

Kylee Olson 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 2018 and previously worked at Flywheel Sports and YourCause. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary 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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Jacqueline J

Series 63, Series 66

St. Louis, MO

Edward Jones

Jacqueline Jett is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Visionary Private Equity Group LLC and Victory Cleantech Investment Partners LLC. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Adam Roland is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he held positions with the St. Louis Blues Hockey Club and Indianapolis Indians. 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 strategies, 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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Adam W

Series 66

St. Louis, MO

Edward Jones

Adam Wolff is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vantage Credit Union and First Heartland Capital Inc. 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 advisors, offering 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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Thomas G

Series 66

St. Louis, MO

Edward Jones

Thomas Gillette is a financial advisor at Edward Jones in Granite City, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 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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