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Jessica N

Series 66

St Petersburg, FL

Edward Jones

Jessica Navas is a Series 66-licensed financial advisor with Edward Jones, based in St. Petersburg, FL, and has one year of industry experience. She has been with Edward Jones since 2024. 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 23,000 financial advisors and offers a range of advisory services, 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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Brent O

CFP®, ChFC®, Series 63, Series 66

St Petersburg, FL

Edward Jones

Brent O'Neal is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at Eagle Asset Management and Carillon Fund Distributors Inc for five years, and served the City of St Petersburg for four years. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Wealth management Business ownership considerations Tax strategies for small businesses Founder/Business Owner Executive Doctor or Medical Professional Professional Athlete Attorney
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Kevin H

Series 63, Series 66

St Petersburg, FL

Edward Jones

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. 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.

Planning for children with special needs Charitable giving & philanthropy Public Service Employee
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Andrew K

Series 66

St Petersburg, FL

Edward Jones

Andrew Kocisky is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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