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Andrew J

CFP®, Series 66

St Louis, MO

Edward Jones

Andrew Jensen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets 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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Kathryn F

Series 63

St Louis, MO

Edward Jones

Kathryn Flieg is a financial advisor at Edward Jones in St. Louis, MO, with three years of industry experience. She previously worked at Charles Schwab and Co Inc and TD Ameritrade. Outside of finance, she spent three years working at Groomer Has It. 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 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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