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Justin M

Series 66

Maryland Heights, MO

Edward Jones

Justin Major is a financial advisor at Edward Jones with nine years of experience at the firm and a total of three years in the industry. He holds a Series 66 designation and previously worked at K-Force and Primerica. Outside of his advisory role, he operates a small family roofing business on a referral basis. 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 discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, 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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Taha T

Series 66

Maryland Heights, MO

Edward Jones

Taha Tyebjee is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kellogg's and the University of Wisconsin-Madison, and was involved with Top Nosh, LLC for over a decade. 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 nationwide network of thousands of financial advisors and branch offices.

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

Series 66

Maryland Heights, MO

Edward Jones

Khari Collico is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, 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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Craig A

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Craig Anderson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of market segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

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

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Julia Effinger is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Maryland Heights, MO. 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 provides 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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Ashleigh P

Series 66

Maryland Heights, MO

Edward Jones

Ashleigh Perry is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and 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, including high-net-worth households and corporate entities. 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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Casandra K

Series 66

Maryland Heights, MO

Edward Jones

Casandra Kampen is a financial advisor at Edward Jones 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 more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients with a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Kaylin Leach is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Kaylin worked at the University of Missouri Columbia and Energizer Holdings. Outside of advising, Kaylin is a member of an LLC involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of advisors and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

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

Series 66

Maryland Heights, MO

Edward Jones

Terrence Freeman is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 10 years of industry experience, all with 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, 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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Brad M

Series 66

Maryland Heights, MO

Edward Jones

Brad Mc Rae II is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains 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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Timothy H

Series 66

Maryland Heights, MO

Edward Jones

Timothy Haverkorn is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, and has eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Allied Ace Hardware from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions 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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Allison C

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Allison Cook is a CFP®-designated financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 years of industry experience. She has been with Edward Jones since 2012. 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, 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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Alyssa T

Series 66

Maryland Heights, MO

Edward Jones

Alyssa Tarrant is a Series 66 credentialed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked for 10 years since 2016. 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, as well as pension/profit-sharing plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Cortney Knipp is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and beginning her industry career in 2025. Prior to Edward Jones, she held positions at Aspire Studios, Washington University in St. Louis, and Six Red Marbles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through 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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Aaron C

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Aaron Cole is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 securities designations and has been with Edward Jones since 2000. Based in Maryland Heights, MO, Cole provides financial advisory services through one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a significant retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

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

Series 66

Maryland Heights, MO

Edward Jones

Megan Connell is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 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, offering a range of advisory programs and investment solutions 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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Melissa K

CFP®, Series 66

Maryland Heights, MO

Edward Jones

Melissa Kaelin is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2007. 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 managed wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

Maryland Heights, MO

Edward Jones

Robert Hickey is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Emerson, Vanderbilt University, and Allstate Insurance Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by 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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Christine M

Series 66

Maryland Heights, MO

Edward Jones

Christine Moseley is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is a rental property owner in St. Louis, MO. 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, and operates under a fiduciary standard.

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

Series 63, Series 65

Maryland Heights, MO

Edward Jones

David Cummings is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at 440 Investment Group, LLC, Intl Advisory Consultants Inc., and RCP Advisors, LLC. Outside of his advisory work, he serves on the board of the Mid-American Alternative Investment Association, coaches middle school basketball, and is involved with the Fathers & Families Support Center. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and 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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