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Cindy L
Series 63, Series 66
St. Louis, MO
Edward Jones
Cindy Lutjen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2009. 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 provides a range of advisory programs and investment solutions, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branches.
Roger M
ChFC®, Series 63
St Louis, MO
Edward Jones
Roger Macon is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, all with Edward D. Jones & Co., L.P. 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Matthew J
Series 63, Series 65
St. Louis, MO
STIFEL
Matthew Jenkins is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Stifel Nicolaus & Co Inc and Cetera Investment Services LLC. Outside of his advisory work, he sells produce at a local farmer's market. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Brian M
Series 66
St. Louis, MO
Edward Jones
Brian Matthews is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of experience with the firm. Prior to joining Edward Jones in 2018, he worked in the travel industry and co-owns a travel agency. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.
Erin Z
Series 63, Series 66
St Louis, MO
Edward Jones
Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.
Todd H
Series 63, Series 66
St Louis, MO
Edward Jones
Todd Harrell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Nicole H
Series 66
St. Louis, MO
Edward Jones
Nicole Hatfield is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Advanced Resources, Enterprise Holdings, Washington University in St. Louis, and Maritz Global Events. Outside of her advisory work, she sells miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive network of financial advisors and branches, affiliated mutual funds, and fiduciary standard in providing advisory services.
Robert T
Series 66
St. Louis, MO
Edward Jones
Robert Toner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He worked at William Blair Investment Management LLC for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds and alternative investments.
Wendy C
Series 66
St. Louis, MO
Wells Fargo Clearing
Wendy Castro Fernandes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and DiSys, and has experience in higher education at Missouri Baptist University. 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 combines research from Wells Fargo Investment Institute with third-party data to support its investment approach and offers a broad range of brokerage and advisory solutions.
Megan K
Series 66
St. Louis, MO
Edward Jones
Megan Konstantopoulos is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Joseph C
Series 63, Series 66
Saint Louis, MO
Edelman Financial Engines
Joseph Cates is a financial advisor at Edelman Financial Engines with two years of industry experience. He previously worked at LPL Financial LLC and Citigroup. Outside of finance, he has experience in fitness instruction through roles at Kaw Valley Crossfit and CrossFit Wildwood. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term investment approach.
Gail K
Series 66
St Louis, MO
Primerica Advisors
Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.
Scott T
CFP®, CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Scott Thoma is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 28 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a statistician for Fox Sports at St. Louis Blues games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices.
Jeffrey Y
Series 66
St. Louis, MO
Wells Fargo Clearing
Jeffrey Younger is a Series 66 designated advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with First Clearing, LLC since 2006. Outside of his financial advisory role, he owns and operates a general fitness business, CrossFit Kirkwood Holdings 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 manages approximately $671 billion in assets and combines research and analytics with diversified investment strategies, offering both brokerage and advisory solutions.
Rebecca R
Series 66
St. Louis, MO
Edward Jones
Rebecca Reed is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. 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 supported by a network of around 23,701 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
David A
Series 63
Frontenac, MO
Wells Fargo Clearing
David Aronson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 30 years of industry experience. He has been with Wells Fargo since 2016 and has owned Coats and Things since 1974. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment decisions.
Shannon L
Series 66, Series 63
Des Peres, MO
LPL Financial
Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked with Mass Mutual Investors Services and Massmutual Life Insurance Co for six years, and Principal Financial Services for two years. Lewandoski is co-president of Hockey Players in Business, a nonprofit focused on membership growth and event planning, and also engages in hockey coaching and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a broad network serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs, combining technology-driven advisor support with a diverse platform that includes insurance and banking partnerships.
Carter L
Series 66
St. Louis, MO
Edward Jones
Carter Leeka III is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones for the entirety of his career, starting in 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 programs and investment solutions under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.
Vanessa O
Series 66
St. Louis, MO
Edward Jones
Vanessa Okwuraiwe is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves as a board member of the Shakespeare Festival St. Louis and is a published author of a children's book. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Thomas F
Series 66
St. Louis, MO
Edward Jones
Thomas Falke is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2019. He has six years of industry experience and previously held roles at Judge Group, SaveALot, Beacon Hill, Panum Group, and Alkem Laboratories. Falke is also listed as the principal of The Falcon Ops Project, a dormant project management consulting LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.
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3,378 advisors near
63129
within the area shown on the map
Out of 400,000+ nationwide