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558 advisors near
63301
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Out of 400,000+ nationwide
Kimberly T
Series 66
Maryland Heights, MO
Edward Jones
Kimberly Tohill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various educational roles within multiple school districts and at Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, a proprietary money market fund, and operates under a fiduciary standard.
James J
Series 63, Series 65
Saint Peters, MO
LPL Financial
James Johnson Sr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he is active as an insurance agent selling long-term care, life insurance, and fixed annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.
Kerry S
Series 63, Series 66
Ofallon, MO
Edward Jones
Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
Thomas K
Series 66
O'Fallon, MO
LPL Financial
Thomas Kriss is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Saxony Capital Management. Kriss is based in O'Fallon, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.
Victoria L
Series 66
Maryland Heights, MO
Edward Jones
Victoria Lesage is a financial advisor at Edward Jones with five years at the firm and a total of six years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Thoughtprocess Interactive and Velvet Morning Press. Outside of her advisory role, she has been involved in book editing and receives royalties from work associated with Amazon.com, 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, and maintains a large retail advisor and branch network alongside affiliated mutual funds and trust services.
Gregory B
CFP®, Series 66
St Charles, MO
Edward Jones
Gregory Boschert is a CFP® professional with 18 years of experience at Edward Jones in St. Charles, MO. He has been with Edward Jones since 2008, focusing on wealth management. Edward Jones is a full-service wealth management firm serving over 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, supported by a nationwide network of more than 23,000 advisors.
Danielle C
Series 66
Maryland Heights, MO
Edward Jones
Danielle Coffyn is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, Danielle was employed at bioMerieux and St Louis Language Immersion Schools. Outside of advising, she is involved in writing, including poetry book sales and contributions to a Substack newsletter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary strategies, a broad range of affiliated investment options, and operates under a fiduciary standard.
Robert F
Series 66
Maryland Heights, MO
Edward Jones
Robert Fienup is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, with 17 years of industry experience. He has been with Edward D Jones & Co since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large nationwide network of advisors and branch offices.
Rhys L
Series 66
Maryland Heights, MO
Edward Jones
Rhys Luster is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian F
Series 63, Series 65
O'Fallon, MO
OSAIC
Brian Fruend is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Independent Advisors, LLC for 22 years and STIFEL for 2 years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, providing advisors with various discretionary and non-discretionary management options.
James C
Series 63, Series 65
Godfrey, IL
Raymond James Financial
James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.
Jeffrey P
CFP®, ChFC®, Series 63
St Charles, MO
Edward Jones
Jeffrey Pomeroy is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 23 years of industry experience at the firm. He serves as the finance committee chair for St. John the Apostle and Evangelist Church, providing guidance on the church’s financial decisions. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, managed solutions, and affiliated investment products through a large national network of advisors and branches.
Andriana S
Series 66
Maryland Heights, MO
Edward Jones
Andriana Sterling is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 18 years of industry experience and 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. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Lauren A
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Lauren Angelo is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.
Jenna P
Series 66
Maryland Heights, MO
Edward Jones
Jenna Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked at SAS Dance Supply, Barnes & Noble College, Lindenwood University, Washington Community High School, and Central Intermediate School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.
Melissa K
Series 66
Maryland Heights, MO
Edward Jones
Melissa Kuhn is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Outside of her advisory role, she is involved with Bi-Petro, Inc., a company related to oil royalties and rights in Springfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Matthew R
Series 63, Series 65
Maryland Heights, MO
Edward Jones
Matthew Ruzicka is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Stifel and TD Ameritrade, INC., and also has experience at Charles Schwab and Co., INC. Outside of finance, his background includes work at Midland Optical, Auto Spa, and Missouri State University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Emily M
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Emily Melchiori is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a commercial office building and a vacation home on Monkey Island, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices.
Zacary F
Series 66
O'Fallon, MO
OSAIC
Zacary Fruend is a financial advisor at OSAIC in O'Fallon, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles in educational institutions and brief positions in the financial services sector. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by a range of managed account options and third-party programs.
Evan R
Series 66
Maryland Heights, MO
Edward Jones
Evan Russell is a financial advisor at Edward Jones with 18 years at the firm and 15 years of industry experience. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide