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Pablo B

Series 66

Tempe, AZ

Edward Jones

Pablo Bazan is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verra Mobility and Progress Residential, among other roles. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a broad 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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Meaghan K

Series 66

Tempe, AZ

Edward Jones

Meaghan Karoleski is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, 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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Joshua P

Series 63, Series 66

Tempe, AZ

Edward Jones

Joshua Preston is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase, Merrill Lynch, and Charles Schwab. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

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

Series 66

Tempe, AZ

Edward Jones

Alexe Berner is a financial advisor at Edward Jones with 13 years of industry experience. She holds a 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Casey S

Series 66

Tempe, AZ

Edward Jones

Casey Swartz is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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.

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

Series 63, Series 66

Tempe, AZ

Edward Jones

Nicole Gallimore is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Edward Jones since 2006. Gallimore is listed as the owner of a games-related business that is not currently operational. 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, operating under a fiduciary standard.

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

Series 66

Tempe, AZ

Edward Jones

Jessica Foster is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2007. 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 over 23,700 financial advisors and more than 15,000 branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Kelly Rao is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, Rao worked at Maricopa County and Southwest Key Programs. Rao serves as a consultant for the Child Welfare League of America, analyzing survey findings and preparing reports related to child welfare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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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Nicholas B

CFP®, Series 66

Tempe, AZ

Edward Jones

Nicholas Brock is a CFP® and Series 66-registered financial advisor with Edward Jones in Tempe, AZ, holding 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs with a fiduciary standard.

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

Series 66

Tempe, AZ

Edward Jones

Anthony Squirek is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Aqua Ben Corp. from 2015 to 2019. 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 strategies through 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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Samuel Y

Series 66

Tempe, AZ

Edward Jones

Samuel Yu is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management 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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Gaurav B

Series 63, Series 66

Tempe, AZ

Edward Jones

Gaurav Batra is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has previously worked at Next Financial Group, Inc., Valic Financial Advisors, and Merrill. Batra has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, 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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Edward T

Series 63, Series 66

Tempe, AZ

Edward Jones

Edward Terranova is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial LLC, Advisor Group / OSAIC WEALTH, Morgan Stanley, and Charles Schwab & Co., Inc. 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, 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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Jeffrey A

Series 66

Tempe, AZ

Edward Jones

Jeffrey Ames is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, USAA, and General Motors. Outside of finance, he serves as a board member and assists with payroll and IT support for his wife’s veterinary clinic, Sun Lakes Chandler Animal Clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets 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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Lindsay O

Series 66

Tempe, AZ

Edward Jones

Lindsay Orendorff is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lindsay is involved in interior design consulting and serves as Director of Operations for a local basketball club. 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. The firm manages approximately $1.01 trillion in assets and offers 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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Lawrence T

Series 63, Series 66

Tempe, AZ

Edward Jones

Lawrence Topps is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include over two decades with Farmers Insurance Group and Farmers Financial Solutions, as well as brief tenures with New York Life Insurance Co. and NYLIFE Securities LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through its extensive national network.

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

Series 66

Tempe, AZ

Edward Jones

Ryan Brown is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2011. 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 and 15,000 branches.

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

Series 66

Tempe, AZ

Edward Jones

Yvonne Quintero is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Tempe, AZ

Edward Jones

Janell Minnick is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than 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, managing approximately $1.01 trillion in assets.

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

Series 66

Tempe, AZ

Edward Jones

Adria Haefs is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She 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 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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