Colorado Springs, CO Southpointe Court Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

640 Southpointe Court Ste 220

Colorado Springs CO 80906

Advisors at this office

2

Advisors at this office

Jennifer O

ChFC®, Series 66

Colorado Springs, CO

Edward Jones

Jennifer Oliverio is a financial advisor at Edward Jones in Colorado Springs, CO, with 10 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with 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 through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning Wealth management Inheritance planning Military & Veterans Founder/Business Owner Intergenerational Families

Monika B

Series 66

Colorado Springs, CO

Edward Jones

Monika Batra is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with over seven years of industry experience. Her previous roles include positions at Sanctum Wealth Management, J M Financial Ltd, and YES Bank Ltd. Outside of advisory work, she has rental income from residential property in India. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Wealth management Active portfolio management Executive Dentist Doctor or Medical Professional Technology Professional Women Professionals
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