Craig, CO Breeze 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

555 Breeze Suite 160

Craig CO 81625

Advisors at this office

2

Advisors at this office

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Nicholas C

Series 66

Craig, CO

Edward Jones

Nicholas Clossman is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously served in the Air Force for three years. Outside of Edward Jones, he is involved with Onix Defensive, where he has been active for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

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

Kevin P

Series 66

Craig, CO

Edward Jones

Kevin Peck is a financial advisor with Edward Jones in Craig, Colorado, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. He is also a shareholder in Yampa Valley Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by extensive affiliated capabilities beyond traditional advisory services.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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