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209 advisors near
62095
within the area shown on the map
Out of 400,000+ nationwide
Jesse S
Series 66
Alton, IL
Raymond James Financial
Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.
Chelsea S
CFP®, Series 66
Granite City, IL
Edward Jones
Chelsea Safe is a financial advisor with Edward Jones in Granite City, IL, holding the CFP® designation and Series 66 license. She has 13 years of industry experience and has been with Edward Jones since 2013. 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.
Ronald F
Series 63, Series 65
Edwardsville, IL
Equitable Advisors
Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 2008 and also operates Franzen Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple third-party advisory programs and offering both advisory and brokerage/insurance channels.
Andrea K
Series 66
Bethalto, IL
Edward Jones
Andrea Kramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2009, including prior roles before becoming an advisor. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Scott M
Series 66
Godfrey, IL
Edward Jones
Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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 network of advisors and branches.
Jeffrey S
CFP®, Series 66
Collinsville, IL
Edward Jones
Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.
Angela W
Series 66, Series 63
Edwardsville, IL
Morgan Stanley
Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.
Jessica K
CFP®, Series 66
Troy, IL
Edward Jones
Jessica Ketcham is a CFP® and Series 66-registered financial advisor with Edward Jones in Troy, Illinois. She has eight years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, she was self-employed for sixteen years and worked in education at Highland CUSD #5 for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors.
Christopher R
Series 66
Alton, IL
STIFEL
Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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Finding advisors...
209 advisors near
62095
within the area shown on the map
Out of 400,000+ nationwide