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Jonathan S

CFP®, ChFC®, Series 63, Series 66

Woodland Park, CO

Edward Jones

Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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, 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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Lee T

Series 63, Series 66

Woodland Park, CO

Edward Jones

Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Anne F

Series 66

Woodland Park, CO

Edward Jones

Anne Fichter is a financial advisor with Edward Jones in Woodland Park, Colorado, holding a Series 66 designation and currently with one year of industry experience. Prior to her role at Edward Jones, she operated a bed and breakfast, OH2CO LLC dba Pikes Peak Paradise Bed & Breakfast, from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, fiduciary standard, and integrated capabilities including trust services and securities-based lending.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Inherited wealth Founder/Business Owner Women Professionals
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