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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.
Conor K
Series 66
St. Louis, MO
Edward Jones
Conor Kelliher is a financial advisor at Edward Jones in St. Louis, MO with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines and Signature Consultants. 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, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.
Haseeb A
Series 66
St. Louis, MO
Edward Jones
Haseeb Ahmad is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008, totaling 18 years of industry experience. He has been involved as an Independent Business Owner with Quixtar Inc., a web-based business network, though his membership is currently dormant with plans for termination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a large nationwide advisor and branch network.
Paul F
Series 66
St. Louis, MO
Edward Jones
Paul Freehill is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018 and cumulatively has six years of industry experience. His prior work includes roles at the University of Notre Dame and M&T Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through one of the largest advisor networks in the industry.
Jamee C
Series 66
St. Louis, MO
Edward Jones
Jamee Czerniewski is a financial advisor with Edward Jones in St Peters, MO, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones since 2013. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.
Teresa S
CFP®, Series 63, Series 65
St. Louis, MO
Edward Jones
Teresa Schlafly is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. She previously held roles at USAA Financial Planning Services and USAA Investment Services Co. Schlafly is involved as a member of Nova TLC Sports LLC, a family venture related to pickleball equipment distribution. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Larry M
CFP®, Series 66
Webster Groves, MO
Ameriprise
Larry Mosier is a CFP® professional with 22 years of industry experience, currently affiliated with Ameriprise Financial Services. He has worked at Ameriprise in various capacities since 2017 and spent one year at Wells Fargo Clearing prior to that. Outside of his advisory role, he owns Larry Mosier Photography, specializing in dog photography, and serves as secretary on the board of directors for the St. Louis Schutzhund Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.
Kyle K
Series 66
St. Louis, MO
Edward Jones
Kyle Kipping is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients, offering a range of wealth management services that include discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Tyler B
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Tyler Bateman is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Charles Schwab and VALIC Financial Advisors. Outside of his advisory work, he serves as a trustee managing his mother's trust account. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools.
Timothy W
CFP®, Series 63, Series 65
St Louis, MO
Cetera
Timothy Walkenhorst is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera and has held roles at several firms including Renaissance Financial Corporation and Minnesota Life Insurance Company. Outside of his advisory work, he is a member of Rotary International. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Amy B
Series 66
St. Louis, MO
Wells Fargo Clearing
Amy Brueggemann is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Laquoria S
Series 66
St. Louis, MO
Wells Fargo Clearing
Laquoria Sharp is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Wells Fargo Clearing and has held prior roles at Wells Fargo Advisors and other firms. Outside of her advisory work, she owns and operates a photo booth business, Blaze and Capture Events, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.
Justin I
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Justin Irving is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has over 20 years of experience with Ffp Securities, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.
Robin B
Series 63, Series 65
St. Louis, MO
Edward Jones
Robin Burge is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to rejoining Edward Jones in 2018, Burge worked at First Trust Portfolios L.P. for five years and had a brief role at Gunnar Schultz State Farm. 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 discretionary and non-discretionary advisory strategies and operates a large nationwide network of financial advisors and branch offices.
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3,380 advisors near
63129
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Out of 400,000+ nationwide