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1,824 advisors near
63010
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James S
Series 66, Series 63
St. Louis, MO
Edward Jones
James Steed Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.
Hannah S
Series 66
St. Louis, MO
Edward Jones
Hannah Scoles is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with VINCENZOS, an additional business activity she has maintained since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and maintains a large national network of advisors and offices, managing approximately $1.01 trillion in assets.
Christopher D
Series 66
St. Louis, MO
Edward Jones
Christopher Dominguez is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he owns Cozy Dog Furniture LLC, a custom dog furniture business, and is a publisher and writer of several books on ADHD organization and inspiration. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with both discretionary and non-discretionary investment strategies.
Nicholas H
Series 66
St. Louis, MO
Edward Jones
Nicholas Hessler is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 strategies supported by a large nationwide network of financial advisors and branch offices.
Angela M
Series 66
St. Louis, MO
Edward Jones
Angela Mondello is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2017 and was previously employed at First Bank from 2015 to 2017. 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.
Andrew G
Series 63, Series 66
St Louis, MO
Edward Jones
Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.
John B
CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
John Boylan Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Edward Jones since 2015. 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 branch offices.
Nicholas S
Series 66, Series 63
St. Louis, MO
Edward Jones
Nicholas Serati is a financial advisor at Edward Jones with 7 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Stifel, Nicolaus & Company Inc, Charles Schwab & Co Inc, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.
Brian F
Series 63, Series 66
St. Louis, MO
Edward Jones
Brian Forbes is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 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, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.
Edward N
CFP®, Series 66
St. Louis, MO
Edward Jones
Edward Neuner is a CFP® and holds a Series 66 license. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Debra W
CFP®, Series 66
St Louis, MO
Edward Jones
Debra Wilke is a CFP® and holds a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sean A
Series 63, Series 66
St. Louis, MO
Edward Jones
Sean Abernathy is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a partner at a bar in St. Louis, where he bartends and manages. 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 nationwide network of financial advisors and branch offices.
Joshua P
Series 63, Series 66
St Louis, MO
Edward Jones
Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.
Matthew B
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Matthew Boltz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, Boltz serves as an online tutor of economics and finance for Tutor.com. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.
Matthew T
Series 66
Fenton, MO
Edward Jones
Matthew Thomason is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of BR549 Holdings, a forestry business involved in timber growth and harvest management. 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 and investment strategies, operating under a fiduciary standard.
Todd O
Series 63, Series 66
Columbia, IL
Edward Jones
Todd Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns an LLC involved in office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Corinna B
Series 63, Series 66
St. Louis, MO
Edward Jones
Corinna Bommarito is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Sabrina M
Series 66
St. Louis, MO
Edward Jones
Sabrina Marsh is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 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 strategies, separately managed accounts, and affiliated mutual funds.
Thomas H
Series 66
Webster Groves, MO
Fidelity
Thomas Hillmeyer is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at TopGolf and FSC Securities Corporation. Outside of his advisory role, he serves as a referee for youth basketball games at Annunciation Catholic Parish in Webster Groves, Missouri. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through various platforms.
Joshua K
CFP®, Series 63, Series 65, Series 66
St. Louis, MO
Edward Jones
Joshua Kettleson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Midland Financial Advisors Inc and Midland States Bank. Outside of finance, he is a passive owner of Amy Kettleson Photography, LLC, a portrait photography business. 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 more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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1,824 advisors near
63010
within the area shown on the map
Out of 400,000+ nationwide