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Dustin L

Series 66

Urbandale, IA

Edward Jones

Dustin Lambert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in security services with Securitas USA Inc. and Securitas Canada LTD. 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 under management and operates a large nationwide network of financial advisors and branch offices.

Divorce financial planning Executive
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Cody S

Series 66

Urbandale, IA

Edward Jones

Cody Smith is a Series 66-licensed financial advisor with Edward Jones in Urbandale, IA, where he has worked since 2020. He has five years of industry experience and a varied background including roles in law enforcement and education. He serves as an assistant football coach at Des Moines Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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