Colorado Springs, CO Vindicator Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

1920 Vindicator Dr Suite 112

Colorado Springs CO 80919

Advisors at this office

3

Advisors at this office

Katie R

Series 66

Colorado Springs, CO

Edward Jones

Katie Randall is a financial advisor at Edward Jones in Colorado Springs, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Encompass Health and Technical Resources International. 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 national network of more than 23,700 financial advisors.

General estate planning guidance Military & Veterans Doctor or Medical Professional Attorney LGBTQIA Women Professionals
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Cooper W

Series 66

Colorado Springs, CO

Edward Jones

Cooper Wells is a Series 66-credentialed financial advisor with Edward Jones in Colorado Springs, Colorado, and has two years of industry experience. Prior to joining Edward Jones, he held positions at Porsche Colorado Springs and Glen Eyrie, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jason C

CFP®, Series 63, Series 66

Colorado Springs, CO

Edward Jones

Jason Cunningham is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Colorado Springs, CO, he holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in the maintenance of a rental property in Colorado Springs. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Technology Professional
View complete list of advisors at this office
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