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Katie H
Series 66
St. Louis, MO
Edward Jones
Katie Herndon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she assists non-profit organizations by providing grant writing services. 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 offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
John L
Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
John Lawrence is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2017 and previously worked at ADP Inc. and ADP Broker Dealer, Inc. from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over 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.
John F
Series 66
St. Louis, MO
Edward Jones
John Frank is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 20 years of industry experience. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Scottrade, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over 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 advisors and branch offices.
Justin H
Series 66
St. Louis, MO
Edward Jones
Justin Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2019 and previously was with Cunningham, Vogel & Rost, P.C., as well as the City of St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Robert M
Series 66
St. Louis, MO
Edward Jones
Robert Molina is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Severin Investments, LLC and a long tenure at Penn Station Eastcoast Subs before entering the financial sector. Outside of finance, he has worked as a bartender for the Saint Louis Symphony. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Lauren L
Series 66
St. Louis, MO
Edward Jones
Lauren Lang is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2019 and also holds a position at Dierbergs Markets, where she has been employed since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Karen H
Series 66
St. Louis, MO
Edward Jones
Karen Hogue is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.
Dejanira D
Series 66
St. Louis, MO
Edward Jones
Dejanira Dotson is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, bringing four years of experience at the firm and one year in the industry overall. Prior to her advisory role, she worked in various customer service positions in the food and beverage sector, including as a server and bartender at Babylon Bar & Grill and as a wine tender at Cedar Lake Cellars. 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 fiduciary services, supported by a large network of financial advisors and branch offices nationwide.
Aurora C
Series 66
St. Louis, MO
Edward Jones
Aurora Camargo is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Outside of her advisory role, she provides technical support for the Franciscan Friars of the Holy Spirit, running slides during weekly mass. 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 over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.
Taylor W
Series 66
Swansea, IL
LPL Enterprise
Taylor Willhalm is a financial advisor with LPL Enterprise, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Richard W
Series 66
St. Louis, MO
Edward Jones
Richard Worth is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,700 financial advisors.
Thomas E
Series 63, Series 65
Belleville, IL
Edward Jones
Thomas Egan Jr. is a financial advisor with Edward Jones in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a director of the Althoff Athletic Foundation and holds board positions with St. Clair Country Club and St. Elizabeth's Hospital, including chairing a membership committee and participating in hospital governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Amy B
Series 66
St. Louis, MO
Edward Jones
Amy Bridges is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Dale Carnegie of Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
John T
Series 66, Series 63
St. Louis, MO
Edward Jones
John Tomasek is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses. He has been with Edward Jones across several periods since 2021 and has prior work experience in physical therapy, tooling, and manufacturing industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
Joseph C
Series 66
St. Louis, MO
Edward Jones
Joseph Clark is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.
Nathan R
CFP®, Series 66
Kirkwood, MO
Edward Jones
Nathan Rockholm is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his career in financial services, he served in the United States Navy for 20 years. Outside of advising, he is involved in operating a Supercuts hair salon franchise in Chesterfield, MO, where he assists with management and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Luis A
Series 63, Series 66
St. Louis, MO
Edward Jones
Luis Astudillo is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1987. Based in St. Louis, MO, he has been continuously active at the firm for over three decades. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Shanna J
Series 66
St. Louis, MO
Edward Jones
Shanna Jones is a Series 66 registered financial advisor with Edward Jones in O’Fallon, MO, where she has worked since 2008. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Gerard H
Series 65, Series 63
Webster Groves, MO
Edward Jones
Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.
Sarah L
Series 63, Series 66
St. Louis, MO
Edward Jones
Sarah Lord is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Scott Underwood and Northwestern Mutual Investment Management from 2011 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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