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Jennifer B
Series 66
St. Louis, MO
Edward Jones
Jennifer Bortnick is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 10 years of industry experience. 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, supported by a large network of financial advisors and branch offices nationwide.
Tommy S
Series 63, Series 66
Swansea, IL
LPL Enterprise
Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.
Douglas B
Series 66
St. Louis, MO
Edward Jones
Douglas Blas is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013 in St. Louis, MO. 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 investment advisory programs and strategies through a nationwide network of financial advisors and branch offices.
John C
Series 66
St. Louis, MO
Edward Jones
John Coyle is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2015. He has nine years of industry experience and previously worked at the Eastern Missouri Police Academy from 2014 to 2018. 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 through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.
Calandra B
Series 63, Series 66
St. Louis, MO
Edward Jones
Calandra Booker is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to that, she held positions at Professional Employment Group and Client Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.
Dustian B
Series 66
St. Louis, MO
Edward Jones
Dustian Blomker is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Charles W
Series 66
St. Louis, MO
Edward Jones
Charles Wheelock is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at US Capital Development, Boston Consulting Group, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and proxy voting.
Ryan C
Series 63, Series 66
St. Louis, MO
Edward Jones
Ryan Cook is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services/TD Ameritrade and Scottrade. 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, supported by a large nationwide network of advisors and branch offices.
Kelly C
Series 63, Series 66
St. Louis, MO
Edward Jones
Kelly Coats is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.
Michael D
Series 63, Series 66
St. Louis, MO
Edward Jones
Michael Dooley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1997. 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.
James H
CFP®, CFA®, Series 63
St. Louis, MO
Edward Jones
James Herrmann III is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at Edward Jones since 2022 and previously spent seven years with The Vanguard Group Inc. in St. Louis, MO. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Sally Q
Series 63, Series 66
St. Louis, MO
Edward Jones
Sally Quattlebaum is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and with 22 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and various tax-efficient services through a nationwide network of more than 23,700 advisors.
Jeffrey S
Series 63, Series 66
St. Louis, MO
Edward Jones
Jeffrey Strange is a financial advisor at Edward Jones in Lake Saint 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. The firm manages approximately $1.01 trillion in assets through a wide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated trust and mutual fund capabilities.
Kerry H
Series 63, Series 66
St. Louis, MO
Edward Jones
Kerry Horton is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.
Paxton C
Series 66
St. Louis, MO
Edward Jones
Paxton Crider is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles in banking and corporate services, including positions at Citizens Deposit Bank and Oak Service Corporation. He serves as an Operations Advisor on the Pi Kappa Alpha Provisional Chapter at SLU Alumni Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.
Julie Z
Series 66
St. Louis, MO
Edward Jones
Julie Zerull is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.
Brendan S
CFA®, Series 66
St. Louis, MO
Edward Jones
Brendan Sheehan is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He currently works at Edward Jones and previously held roles at Mercer and Boeing. Brendan is based in St. Louis, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.
Ashley S
Series 66
St. Louis, MO
Edward Jones
Ashley Schafer is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Kaylyn M
Series 66
St. Louis, MO
Edward Jones
Kaylyn Mansell is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked for 16 years. She has spent her entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies under a fiduciary standard. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.
David H
Series 63, Series 65
St. Louis, MO
Edward Jones
David Hirth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, he is a part owner of a residential cleaning service and a property management business. 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 and offers a broad range of advisory programs, investment solutions, and affiliated services through a nationwide network of more than 23,700 financial advisors.
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