Bowling Green, MO Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,085 advisors across 14,176 offices

Location

822 South Court Street

Bowling Green MO 63334

Advisors at this office

2

Advisors at this office

Kevin B

Series 63, Series 65, Series 66

Bowling Green, MO

Edward Jones

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner

Kayla C

CFP®, ChFC®, Series 66

Bowling Green, MO

Edward Jones

Kayla Caldwell is a financial advisor with Edward Jones in Bowling Green, MO, holding CFP® and ChFC® designations and eight years of industry experience. She worked at Sysco Corporation for five years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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