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555 advisors near
63301
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Out of 400,000+ nationwide
Rosemary D
Series 66
Maryland Heights, MO
Edward Jones
Rosemary De Moulin is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current role since 2013 and holds the Series 66 designation. Outside of her advisory work, she coaches ninja classes at a gymnastics center in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. 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 alongside affiliated mutual funds and tax-efficient services.
Craig A
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Craig Anderson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of market segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.
Scott F
Series 66
Maryland Heights, MO
Edward Jones
Scott Fischer is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. 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 nationwide network of financial advisors and branch offices.
Daniel C
Series 66
Maryland Heights, MO
Edward Jones
Daniel Cogan is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Minnesota Life Insurance Company, Renaissance Financial Corp, and Securian Financial Services Inc. Outside of his advisory career, he has been involved in community education and tutoring roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.
Jordan O
CFP®, Series 66
St Charles, MO
Edward Jones
Jordan Osborn is a CFP® and holds a Series 66 license with Edward Jones, where he has 15 years of industry experience. He has been with Edward Jones since 2011, working out of St. Charles, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its large retail advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.
Justin K
Series 66
O'Fallon, MO
Cetera
Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank beginning in 2014. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.
Dalton G
CFP®, Series 66
Godfrey, IL
Edward Jones
Dalton Gray is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in political work including roles with State Representative Dwight Kay and the House Republican Organization. Outside of advising, he organizes college students to circulate political petitions for candidates in Troy, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Ashleigh P
Series 66
Maryland Heights, MO
Edward Jones
Ashleigh Perry is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and 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.
Mark F
Series 63, Series 66
O Fallon, MO
Edward Jones
Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.
Ashlin T
Series 66
O Fallon, MO
Edward Jones
Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.
James M
Series 63, Series 65
O'Fallon, MO
Cambridge Investment Research Advisors
James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.
Casandra K
Series 66
Maryland Heights, MO
Edward Jones
Casandra Kampen is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than 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 supports its clients with a nationwide network of over 23,000 financial advisors and operates under a fiduciary standard.
Kaylin L
Series 66
Maryland Heights, MO
Edward Jones
Kaylin Leach is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Kaylin worked at the University of Missouri Columbia and Energizer Holdings. Outside of advising, Kaylin is a member of an LLC involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of advisors and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.
Justin C
Series 63, Series 66
St Charles, MO
Edward Jones
Justin Cella is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Enterprise Fleet Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide. The firm manages over $1 trillion in assets and offers services including tax-efficient strategies and affiliated investment products.
Shawn S
Series 66
Dardenne Prairie, MO
Wells Fargo Advisors
Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.
Joshua E
Series 66
St Charles, MO
Edward Jones
Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
David C
Series 66
Saint Charles, MO
Edward Jones
David Chartrand is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a fiduciary for the Fern C Bauer Educational Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.
Terrence F
Series 66
Maryland Heights, MO
Edward Jones
Terrence Freeman is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 10 years of industry experience, all with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Ashley T
Series 66
Maryland Heights, MO
Edward Jones
Ashley Talesky is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked in the Indiana University Biology Department and briefly with B&N College Booksellers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Daniel M
Series 66
O'Fallon, MO
LPL Financial
Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.
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Finding advisors...
555 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide