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Christopher W
CFP®, Series 63
St Louis, MO
Edward Jones
Christopher Wallace is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, and has 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory services under a fiduciary standard.
Paola C
Series 66
St. Louis, MO
Edward Jones
Paola Chavez is a Series 66 licensed advisor at Edward Jones in St. Louis, MO, with four years of industry experience. She previously worked at Nuveen Asset Management LLC and has held positions at the United States Census Bureau and the University of Illinois at Chicago. 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, offering a range of discretionary and non-discretionary strategies supported by a large network of financial advisors and branch offices nationwide.
Brian B
CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Brian Buckley is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience 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, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Chad H
CFP®, Series 63
St. Louis, MO
Edward Jones
Chad Haas is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Lake Saint Louis, MO, and holds a Series 63 license. 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 nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient and alternative investment options.
Matthew H
Series 66
St. Louis, MO
Cetera
Matthew Haffer is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and MSMF Wealth Management. He is also involved as a client service associate at MSMF Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.
Kayla B
Series 63, Series 66
St. Louis, MO
Edward Jones
Kayla Belleville is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Charles Schwab and Co., TD Ameritrade, Wells Fargo Clearing, and Digital Intelligence Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Danita M
Series 63, Series 66
St. Louis, MO
Edward Jones
Danita Mahler is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Scottrade. Outside of her advisory role, she co-authors children's books through The Grand Adventure LLC. 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, and maintains a large network of advisors and branch offices nationwide.
Elizabeth T
Series 66
St. Louis, MO
Edward Jones
Elizabeth Timmerman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2010, totaling 16 years of industry experience. She is based at a firm known for its extensive network of financial advisors and comprehensive wealth management services. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard, with a notable retail advisor and branch footprint.
Courtney D
Series 66
St. Louis, MO
Edward Jones
Courtney Dinnius is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked independently with a union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.
Cheryl D
Series 66
St. Louis, MO
Edward Jones
Cheryl Draves is a financial advisor with Edward Jones in Fairview Heights, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs 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 under a fiduciary standard.
Kyle L
Series 66
St. Louis, MO
Edward Jones
Kyle Lane is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Goldenberg Heller & Antognoli PC, Carmody MacDonald PC, and Sandberg Phoenix & von Gontard PC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.
Jason K
Series 66
St. Louis, MO
OSAIC
Jason Kelly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Renaissance Financial Corporation. Outside of his advisory role, he is involved with Leer Financial Wealth Management as a Client Service Specialist, focusing on client support and insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with customizable portfolio strategies and supports a broad array of financial planning and asset management programs.
Gregory H
Series 63, Series 66
O'Fallon, IL
Edward Jones
Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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.
Nicola A
Series 66
St. Louis, MO
Edward Jones
Nicola Ayers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones in 2018, Ayers worked at MetLife from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices nationwide.
Richard E
Series 63, Series 66
St Louis, MO
Edward Jones
Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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.
Lisa M
Series 63, Series 66
St. Louis, MO
Edward Jones
Lisa Monachella is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Aaron L
Series 63, Series 65
Belleville, IL
Mass Mutual Investors Services
Aaron Laramore is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He previously worked at Northwestern Mutual in wealth management and investment management roles for 22 years. Outside his advisory work, he is involved in insurance brokerage and real estate through various business entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring collaborative, annual planning engagements using firm-approved analytical tools.
David K
Series 63, Series 66
St. Louis, MO
Edward Jones
David Kress is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Allison G
Series 63, Series 66
St. Louis, MO
Edward Jones
Allison Garey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.
Michael S
Series 66
Belleville, IL
Edward Jones
Michael Staley is a financial advisor at Edward Jones in Belleville, IL, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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