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Jessica K

Series 66

Tempe, AZ

Edward Jones

Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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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Galadriel A

Series 66

Tempe, AZ

Edward Jones

Galadriel Anderson is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs, 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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Christopher M

CFP®, ChFC®, Series 63, Series 66

Tempe, AZ

Edward Jones

Christopher Mohme is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® and ChFC® designations and 19 years of industry experience. He has been with Edward Jones since 2005. 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 strategies, separately managed accounts, and affiliated mutual funds, 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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Heather C

Series 63, Series 66

Tempe, AZ

Edward Jones

Heather Coleman is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. She previously worked at TIAA and Charles Schwab & Co., Inc., among other firms. Outside of her advisory role, she is applying to serve as a mentor with Big Brothers Big Sisters of Central Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

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

Series 66

Tempe, AZ

Edward Jones

Robert Alt is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones for a total of 11 years, including a prior role in 2014 and ongoing service since 2016. 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 services 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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Jesus O

Series 66

Tempe, AZ

Edward Jones

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

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

Series 66

Tempe, AZ

Edward Jones

Kaiyun Chang Lau is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2007, totaling 17 years of industry experience. Aside from her advisory role, she is a co-owner of a residential rental property in Chandler, AZ. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs 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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Nathan F

Series 66

Tempe, AZ

Edward Jones

Nathan Falk is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He 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 offers a broad range of advisory services, 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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Jake B

Series 66

Tempe, AZ

Edward Jones

Jake Brown is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Merrill before joining Edward Jones in 2020. Outside of his advisory role, he has a minority ownership stake in a gym and is involved in property rental and flipping through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including those with varied net worth levels. The firm offers a range of advisory programs and investment solutions 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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Griffin B

Series 66

Tempe, AZ

Edward Jones

Griffin Brown is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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

Series 66

Tempe, AZ

Edward Jones

James Wahl is a Series 66–credentialed financial advisor with Edward Jones in Tempe, Arizona. He has 11 years of experience at Edward Jones and six years in the industry overall. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a 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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Brandy S

Series 63, Series 66

Tempe, AZ

Edward Jones

Brandy Simmons is a financial advisor at Edward Jones in Chandler, AZ, holding Series 63 and Series 66 registrations with 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, Simmons works as a consumer service associate at Brown Shoe Co. 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, 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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Ivan V

Series 66

Tempe, AZ

Edward Jones

Ivan Villela Alvarez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked at Benedictine University and The Liquidators Discount Center. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on fiduciary standards.

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

Series 66

Tempe, AZ

Edward Jones

Liam Connor is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Loomis Sayles and PanAgora Asset Management. Before entering the financial industry, he held various roles including at the University of Massachusetts Amherst and Connor and Morneau LLP. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, 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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Lori G

Series 63, Series 66

Tempe, AZ

Edward Jones

Lori Greer is a financial advisor at Edward Jones with 19 years of industry experience. She has been with Edward Jones since 2004 and holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

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

Series 66

Tempe, AZ

Edward Jones

Catherine Estrada 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 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 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

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

Series 63, Series 66

Tempe, AZ

Edward Jones

Deana Peters is a financial advisor at Edward Jones in Tempe, Arizona, holding Series 63 and Series 66 licenses with 21 years of industry experience, all with Edward Jones since 2005. She is involved in several real estate-related activities through family-owned LLCs but does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices across the country.

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

Series 66

Tempe, AZ

Edward Jones

Reina Giron is a Series 66 licensed financial advisor at Edward Jones in Tempe, AZ, with 11 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she engages in online marketplace sales of personal items through platforms such as Poshmark and eBay. 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, 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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Ryan M

CFP®, Series 66

Tempe, AZ

Edward Jones

Ryan Miller is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tempe, AZ. He has 16 years of industry experience and has been with Edward Jones for 15 years. 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, offering a range of advisory programs and investment strategies 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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Kyle R

Series 63, Series 66

Tempe, AZ

Edward Jones

Kyle Ryan is a financial advisor at Edward Jones in Gilbert, AZ with seven years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Co, and Freedom Financial Network. Outside of his advisory work, Kyle serves as an Associate Worship Leader at San Tan Bible Church where he leads a team of musicians. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and offers a range of advisory programs, 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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