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1,811 advisors near
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Katherine B
CFP®, Series 66
St. Louis, MO
Edward Jones
Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. 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 advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Curtis H
Series 66
Waterloo, IL
Edward Jones
Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Amber L
Series 66
St. Louis, MO
Edward Jones
Amber Linhardt 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 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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 more than 23,700 financial advisors.
Nicholas F
Series 66
St. Louis, MO
Edward Jones
Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. 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 programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.
Justin F
Series 66
St. Louis, MO
Edward Jones
Justin Fox is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in web development for a livestock supplements business. 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, supported by a large network of financial advisors and branch offices nationwide.
Mark A
CFP®, Series 66
St Louis, MO
Edward Jones
Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Kristen K
Series 63, Series 66
St. Louis, MO
Edward Jones
Kristen Kinney is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to this, she was with Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Sarah V
CFP®, Series 66, Series 63
Saint Louis, MO
Edward Jones
Sarah Vehige is a financial advisor with Edward Jones in Saint Louis, MO, holding the CFP® designation and Series 66 and Series 63 licenses. She has seven years of industry experience, all with Edward Jones. Vehige serves as a volunteer board member at the Miriam School and Learning Center, participating in its Finance and Executive committees. 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, supported by a large network of financial advisors and branch offices.
Michael G
Series 66
St. Louis, MO
Edward Jones
Michael Gari is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
John H
Series 66
St. Louis, MO
Edward Jones
John Howdeshell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2015. 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 and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Matthew N
Series 66
St. Louis, MO
Edward Jones
Matthew Nguyen is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to Edward Jones, he worked at Anders CPAs + Advisors and has held various positions including roles at Webster University and Mathnasium. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Deborah E
PFS™, Series 66
Belleville, IL
Cetera
Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.
Amber Z
Series 66
St. Louis, MO
Edward Jones
Amber Zappia is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Devon H
Series 66
Swansea, IL
Merrill
Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.
Matthew R
Series 66
St. Louis, MO
Edward Jones
Matthew Rimkus is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in a family business that renovates real estate properties for resale and rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary services under a fiduciary standard.
Matthew S
CFP®, Series 66
St Louis, MO
Edward Jones
Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. 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 options supported by a large nationwide network of advisors and branch offices.
Larry T
Series 63, Series 65
Millstadt, IL
Cetera
Larry Toenjes is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and Cetera Wealth Services. In addition to his advisory role, he serves on the Parish Council and Finance Committee of St. James Catholic Church in Millstadt, IL. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.
Lucas M
Series 66
St. Louis, MO
Edward Jones
Lucas Mc Govern is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert L
CFP®, Series 66
Webster Groves, MO
Edward Jones
Robert Lessentine Jr. is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones in Webster Groves, MO since 2014. He holds the Series 66 designation. 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 operates under a fiduciary standard and supports approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.
Michael D
Series 63, Series 66
St. Louis, MO
Edward Jones
Michael Duff is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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1,811 advisors near
62236
within the area shown on the map
Out of 400,000+ nationwide