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147 advisors near
83406
within the area shown on the map
Out of 400,000+ nationwide
Justin C
Series 66
Idaho Falls, ID
Edward Jones
Justin Carlson Maddux is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019. Prior to his career in finance, he worked at Enterprise Rent A Car for 13 years. Outside of his advisory role, he coaches the defensive line for a local high school football team. 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 nationwide network of more than 23,000 financial advisors.
James S
Series 63, Series 65
Ammon, ID
Edward Jones
James Stenbeck is a financial advisor with Edward Jones in Ammon, Idaho, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 2008. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael S
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Michael Schjeldahl is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2013. Schjeldahl is also involved in Mountain Crest Wealth Management LLC and Sunterra Consulting LLC, where he holds ownership interests. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business transitions, sports and entertainment, and other niche areas.
Matthew R
Series 66
Idaho Falls, ID
Edward Jones
Matthew Rice is a financial advisor at Edward Jones in Idaho Falls, ID, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and also has previous experience at Brigham Young University and Aptive Environmental. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brady B
Series 66
Idaho Falls, ID
STIFEL
Brady Burton is a financial advisor at Stifel with 26 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses as tools for client decisions.
Zaren A
Series 66, Series 63
Idaho Falls, ID
Edward Jones
Zaren Adams is a financial advisor with Edward Jones in Idaho Falls, ID, holding Series 66 and Series 63 credentials and 23 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Adams owns a snow removal business and is involved in hunting and fishing activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory and investment solutions through a large nationwide network of advisors and branch offices.
Chad G
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Chad Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and bringing three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at Brigham Young University Idaho and companies in the solar industry. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.
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Finding advisors...
147 advisors near
83406
within the area shown on the map
Out of 400,000+ nationwide