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2,130 advisors near
63069
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Out of 400,000+ nationwide
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.
Timothy M
Series 66
Chesterfield, MO
Edward Jones
Timothy Madras is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Information Builders, Inc., Connor Ash P C, TRC Outdoor, and Adp LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
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.
Keegan D
Series 63, Series 66
Chesterfield, MO
Fidelity
Keegan De Lange is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients in defining their financial goals and creating customized plans to enhance potential outcomes. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, beginning his tenure there in 2021. Prior to joining Fidelity, Keegan worked as an Associate Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Keegan has developed experience in personal finance and client relationship management. His professional journey reflects a commitment to providing financial guidance tailored to individual client needs. Outside of his professional responsibilities, Keegan enjoys family activities, fitness, golf, music, exploring food, and spending time with pets.
Clara F
Series 66
St. Louis, MO
Edward Jones
Clara Fronabarger is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with less than one year of industry experience. Prior to her current role, she worked in the hospitality industry and held positions in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains a large national network of advisors and branch offices.
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.
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.
Ronald S
Series 66
St. Louis, MO
Edward Jones
Ronald Sherrill 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, with a one-year hiatus. 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, supported by a large network of financial advisors and branch offices nationwide.
Pamela S
Series 63, Series 66
St. Louis, MO
Edward Jones
Pamela Shipley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she assists her daughter with event decorating for birthdays, weddings, and anniversaries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.
Mary S
CFP®, Series 66
Des Peres, MO
Edward Jones
Mary Sales is a Certified Financial Planner™ (CFP®) and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2008, working in their Des Peres, Missouri office. 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 wide range of advisory programs and maintains a large national network of financial advisors and branch offices.
Charles S
ChFC®, Series 63
Chesterfield, MO
Cambridge Investment Research Advisors
Charles Stewart is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and the Paul Rotermund Agency. Stewart is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements.
Aleksei K
Series 66
St. Louis, MO
Edward Jones
Aleksei Kamaloff is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2017, with a brief period operating an online craft store selling self-made items. Prior to his current role, Aleksei has experience at Lowe's Companies, Inc. and NSTAR Global Services. 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, supported by a large network of advisors and branch offices across the United States.
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2,130 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide