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Kirk B
Series 63, Series 66
St. Louis, MO
Edward Jones
Kirk Bouckaert is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 1995. He is a 50% owner of Bouckaert Designs, a business owned jointly with his wife, though he has no active role in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
David H
CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
David Heger is a financial advisor at Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including 14 years with Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sara S
Series 66
Belleville, IL
Edward Jones
Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones, based in Belleville, IL. She has 18 years of experience at Edward Jones, including her current role since 2024. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Susan W
Series 66
Kirkwood, MO
Edward Jones
Susan Windish is a Series 66 licensed financial advisor with Edward Jones, based in Kirkwood, MO, and has 17 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she participates in JuicePlus as a representative for personal use. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Christina M
Series 66
St. Louis, MO
Edward Jones
Christina Morales is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Monaco Homes, LTD and Dallas Landscape Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by a large national network of financial advisors and branch offices.
Kelsey J
ChFC®, Series 66
Sappington, MO
Edward Jones
Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.
David B
Series 66
St. Louis, MO
Edward Jones
David Bunzel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2007, totaling 19 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Jordon R
Series 63, Series 66
St. Louis, MO
Edward Jones
Jordon Riley is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Allsup Inc. before joining Edward Jones in 2019. 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 wrap fee strategies and separately managed accounts, and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.
Steven B
Series 66
St. Louis, MO
Edward Jones
Steven Black is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, he works within a large network of advisors at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices.
Jamie M
Series 63, Series 66
St. Louis, MO
Edward Jones
Jamie Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 credentials. Meyer serves as a trustee for the Westbrooke Estates Homeowners Association in Ballwin, MO, where he helps authorize payments and organize community events. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.
Majda J
Series 66
St. Louis, MO
Edward Jones
Majda Jakubovic is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with three years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years at Sedey Harper Westhoff PC. 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 network of financial advisors and branch offices nationwide.
Jerome D
Series 66
St. Louis, MO
Edward Jones
Jerome Dorhauer Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. He has worked at Edward Jones since 2019, following roles at SSM Healthcare and Cardinal's Clubhouse. 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 nationwide network of financial advisors and branch offices.
Zachary S
Series 66
St. Louis, MO
Edward Jones
Zachary Schubert is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.
Erin U
Series 66
St. Louis, MO
Edward Jones
Erin Urdi is a Series 66–licensed financial advisor at Edward Jones, based in St. Louis, MO, with 13 years of industry experience. She has been with Edward Jones since 2011. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jacob M
Series 66
St. Louis, MO
Edward Jones
Jacob Maul is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones Trust Company from 2013 to 2016 before joining Edward Jones as a financial advisor in 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.
Marjorie T
Series 66
St. Louis, MO
Edward Jones
Marjorie Truman is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Edward Jones in St. Louis, MO. She has worked at Edward Jones since 2014, with a brief period at Come Play STL from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.
Hollie G
Series 66
St. Louis, MO
Edward Jones
Hollie Goodwin is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Timothy B
Series 66, Series 63
Swansea, IL
LPL Enterprise
Timothy Burgess is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Anthony Z
Series 66
St. Louis, MO
Edward Jones
Anthony Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael C
Series 63, Series 65
Sunset Hills, MO
LPL Financial
Michael Chiodini is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at SII Investments from 2016 to 2018. Chiodini also serves as a fiduciary/trustee for the OBRA 93 Trust and participates as a speaker in financial-related events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.
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