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Andrea B
Series 63, Series 66
St. Louis, MO
Edward Jones
Andrea Bryant is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she sells fragranced wax and warmers through Scentsy on a consulting basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large retail advisor and branch network, along with affiliated investment and lending services.
Joseph R
Series 66
St. Louis, MO
Edward Jones
Joseph Ridder is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions through a nationwide network of approximately 23,701 advisors.
Kurtis S
Series 66
Swansea, IL
Ameriprise
Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.
Todd T
Series 66
St. Louis, MO
Edward Jones
Todd Turpin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2023 with additional prior roles at Fifth Third Securities, Fifth Third Bank, Success Mortgage Partners, and other financial institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.
Deborah K
Series 66
St. Louis, MO
Edward Jones
Deborah Katich is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, Missouri. She has 11 years of industry experience and has been with Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Timothy M
ChFC®, Series 63
St. Louis, MO
Edward Jones
Timothy Minton is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 63 credentials. He has 26 years of industry experience, including 14 years at The O.N. Equity Sales Company before joining Edward Jones in 2018. 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 advisors and branches.
Jason G
CFP®, Series 66
St. Louis, MO
Edward Jones
Jason Gray is a Certified Financial Planner (CFP®) with 17 years of industry experience and has been with Edward Jones since 2007. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Edward P
Series 66
Sunset Hills, MO
Edward Jones
Edward Phelan Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His previous work includes roles at Integrated Payroll Services, the University of Dayton, and the Archdiocese of St. Louis. He serves on the Alumni Board of Chaminade College Preparatory School, assisting with fundraising and involvement events. 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 wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Jack S
Series 66
St. Louis, MO
Edward Jones
Jack Saunders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Financial Integrators, Continental Western Group, and Drake University. 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 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.
Wilford W
Series 66
St Louis, MO
J.P. Morgan Securities
Wilford Wulfenstein is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Wilford holds the Chartered Retirement Planning Counselor (CRPC) designation. He completed his high school education at Lafayette Senior High School and has attended Utah Valley University, Bluegrass Community Technical College, and Brigham Young University - Idaho without earning a degree. He is proficient in English and Spanish. He emphasizes understanding what is important to clients and their families to create tailored financial strategies. Wilford provides ongoing advice and guidance as clients' needs evolve.
Ashley E
CFA®, Series 63
St. Louis, MO
Edward Jones
Ashley Elchert is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to this, she spent three years at Wells Fargo Clearing. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James B
CFA®, Series 63
St. Louis, MO
Edward Jones
James Bast is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.
Anne C
Series 66
St. Louis, MO
Edward Jones
Anne Cassidy is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with seven years of industry experience. She has been with Edward Jones since 2018 and previously held positions at Southern Illinois University Edwardsville, Lewis and Clark Community College, and Jersey Community High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.
Zachary M
CFA®, Series 66, Series 63
St. Louis, MO
Edward Jones
Zachary Mansell is a CFA® charterholder and holds Series 66 and Series 63 licenses with 12 years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years each at PIMCO Investments LLC and Pacific Management Investment Co LLC. Mansell is also involved in a real estate rental management business in New York City. 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 large national network of financial advisors and branch offices.
Jessica K
Series 63, Series 66
St Louis, MO
Edward Jones
Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. 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 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.
Melissa C
CFP®, Series 66
St. Louis, MO
Edward Jones
Melissa Carter is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations and possessing 18 years of industry experience. She 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, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Cynthia F
Series 66
St. Louis, MO
Edward Jones
Cynthia Franklin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience, all with Edward Jones since 2011. Outside of her advisory role, she is an independent stylist for Color Street, selling nail polish strips. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies, fiduciary advisory services, and affiliated financial products through a large nationwide network.
Aaron F
Series 63, Series 66
St. Louis, MO
Edward Jones
Aaron Fayzulayev is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Ally Invest Securities LLC and Aegis Capital Corp. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Tricia V
Series 66
St. Louis, MO
Edward Jones
Tricia Vossenkemper is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.
Timothy M
Series 66
St. Louis, MO
Edward Jones
Timothy Myers is a financial advisor at Edward Jones in St. Louis, MO, with 7 years of industry experience. He holds the Series 66 designation and 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.
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