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92 advisors near
65101
within the area shown on the map
Out of 400,000+ nationwide
Joseph M
Series 66
Jefferson City, MO
Edward Jones
Joseph Moore is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, Moore serves in the Missouri Army National Guard. 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 large nationwide network of financial advisors.
Joshua B
Series 66
Jefferson City, MO
Edward Jones
Joshua Bryant is a financial advisor with Edward Jones in Jefferson City, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Eastern Jackson County Branch-American Family Insurance, State Farm-Michael Oehrke Agency, and Central Bank of the Midwest. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian Z
CFP®, Series 63, Series 65
Jefferson City, MO
Wells Fargo Advisors
Brian Zerr is a CFP® with 30 years of experience in the financial industry, currently with Wells Fargo Advisors since 2020. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has involvement in several business ventures, including co-owning a family farm engaged in crop growing and selling. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and planning tools to provide tailored recommendations through a network of financial advisors.
Christy E
Series 66
Jefferson City, MO
Wells Fargo Advisors
Christy Engemann is a financial advisor with Wells Fargo Advisors, holding a Series 66 license and 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, Engemann serves as a finance council member for St. Ignatius of Loyola Catholic Church and School in Marthasville, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Jacob Z
Series 66
Jefferson City, MO
Wells Fargo Advisors
Jacob Zerr is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at the University of Missouri, Hyvee, Helias Catholic, and St. Peter's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses its proprietary research and tools to develop tailored recommendations.
Emily K
Series 66
Jefferson City, MO
LPL Financial
Emily Kampeter is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Central Bank and Central Trust Company. She is also involved with Central Investment Advisors and Investor Services Insurance in finance-related capacities. 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 range of financial planning and investment management services, utilizing multiple strategies and technology tools across its extensive network of advisors.
Andrew B
CFP®, Series 63
Jefferson City, MO
Wells Fargo Advisors
Andrew Beckerman is a CFP® certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Advisors since 2022, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in several financial-related entities based in Washington, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, utilizing internal research and tools to develop personalized recommendations delivered through meetings and written summaries.
Julie P
Series 66
Jefferson City, MO
Wells Fargo Advisors
Julie Peirick is a financial advisor at Wells Fargo Advisors in Jefferson City, MO, with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2022, following five years at Wells Fargo Clearing and six years at Peoples Savings Bank of Rhineland. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, offering a broad range of services including retirement, education, and specialized planning areas.
Matthew T
Series 66
Jefferson City, MO
Edward Jones
Matthew Tilley is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at Veterans United Realty and held various positions including roles with the Jefferson City and Sedalia Parks Departments as well as involvement with the University of Missouri - Columbia Athletics. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael D
Series 66
Jefferson City, MO
Cetera
Michael Dillingham is a financial advisor with Cetera, holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at Northwestern Mutual, Wells Fargo Advisors, and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.
Jorge G
Series 66
Jefferson City, MO
Edward Jones
Jorge Gonzalez is a financial advisor with Edward Jones in Jefferson City, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served in the Missouri and Colorado Air National Guards from 2014 to 2020. 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 under management and supports clients through a large network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.
Andrew E
Series 66
Jefferson City, MO
Wells Fargo Advisors
Andrew Eggert is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding a Series 66 designation. He has been with Wells Fargo Advisors since 2025 and previously worked at St Francis Borgia High School for 14 years. 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 niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
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Finding advisors...
92 advisors near
65101
within the area shown on the map
Out of 400,000+ nationwide