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Sara S

Series 66

Whitefish, MT

Edward Jones

Sara Straka is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and has experience in the restaurant industry, including serving as a server and occasional shift manager at Last Chair Kitchen & Bar. 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 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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Joel P

ChFC®, Series 66

Whitefish, MT

Edward Jones

Joel Pemberton is a financial advisor with Edward Jones in Whitefish, MT, holding the ChFC® and Series 66 designations and having 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing a ski condo rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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