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2,130 advisors near
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Jessica P
Series 66
St. Louis, MO
Edward Jones
Jessica Peterson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm 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.
Md Y
Series 66
Chesterfield, MO
LPL Financial
Md Younus is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that consider clients' full financial picture and priorities. His areas of expertise include retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Younus holds a Master of Business Administration (MBA) and a Master of Science in Finance from Webster University, as well as a Bachelor's degree from the State University of Bangladesh. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Arabic, Bengali, Urdu, and Hindi, he is dedicated to building long-term client relationships based on understanding their priorities and goals. Born in Bangladesh and having lived in Dubai before moving to St. Louis in 2013, Younus engages in community activities including volunteering with Bank of America's Better Money Habits program, Food Bank, IFGSTL, and YMCA. His personal interests include fishing, racquetball, soccer, pickleball, and cricket.
Andrew T
Series 66, Series 63
Eureka, MO
Fidelity
Andrew Trapp is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Clayton and Crume, Western Kentucky University, and The Job Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.
Nicholas B
Series 66
Ballwin, MO
Edward Jones
Nicholas Behnen is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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.
Philip W
Series 63, Series 66
Ballwin, MO
LPL Financial
Philip Wellman is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Steven S
Series 65, Series 63
St. Louis, MO
Edward Jones
Steven Snyder is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Helix Alternative Technologies Inc., LPL Financial, and Fortigent, LLC. Snyder is based in St. Louis, MO. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jessica S
Series 66
St. Louis, MO
Edward Jones
Jessica Sinks is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, 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 a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Brian T
CFA®, Series 63
St. Louis, MO
Edward Jones
Brian Therien is a CFA® charterholder with 19 years of industry experience. He has been with Edward Jones since 2004, serving as a financial advisor in St. Louis, MO. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Rodney B
Series 63, Series 66
St. Louis, MO
Edward Jones
Rodney Bond is a financial advisor at Edward Jones in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.
Christopher E
Series 63, Series 65
Saint Louis, MO
Raymond James Financial
Christopher Ernst is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Before joining Raymond James in 2017, he worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2017. Ernst also operates Hake Investment Group since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning supported by analytical tools and risk profiling.
William D
Series 66
St. Louis, MO
Edward Jones
William Duepner is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, Missouri. He has 16 years of industry experience and has been with Edward Jones since 2006. In addition to his advisory role, Duepner is involved with Duepner Distributing, Inc., a distribution company where he serves as Distribution Manager. 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 large national network of advisors and branch offices.
Charlton H
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
Charlton Hombs is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and with Citigroup Global Markets since 1993. Outside of his advisory role, he is a partner in Hombstead LLC, an agriculture-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.
Vernice S
Series 66
St. Louis, MO
Edward Jones
Vernice Smith is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Outside of his advisory role, he mentors athletes through a sports agency, drawing on his background as a former professional football player. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.
Brandon K
Series 66
St. Louis, MO
Edward Jones
Brandon Koenigstein is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, he serves as a financial arbitrator. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 advisors.
Brian D
Series 66
Town and Country, MO
Edward Jones
Brian Davidson is a Series 66 licensed financial advisor with Edward Jones, based in Town and Country, MO, and has three years of industry experience. Prior to joining Edward Jones in 2023, he spent 12 years at Liturgical Publications Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and tax-efficient services.
Alex C
Series 66, Series 63
St. Louis, MO
Edward Jones
Alex Cole is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and has been with Edward Jones since 2016 in two separate periods. Outside of his advisory role, he owns and operates a content creation business called Mid Millennial. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.
Natasha B
Series 66
St. Louis, MO
Edward Jones
Natasha Benton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.
Kathryn H
Series 65
Chesterfield, MO
Edelman Financial Engines
Kathryn Harder is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.
Brian S
Series 66, Series 63
St. Louis, MO
Edward Jones
Brian Saali is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 27 years of industry experience. He 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 wide range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.
Colin G
Series 66
Chesterfield, MO
Morgan Stanley
Colin Gibbs is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, and Morgan Stanley Smith Barney. Outside of finance, he is involved with Trek, a company that builds bicycles, and serves on the investment committee and board of the Saint Louis Art Museum. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm employs a structured financial planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.
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2,130 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide