Denver, CO 650 S Cherry Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,095 advisors across 14,148 offices

Location

650 S Cherry Street Suite 830

Denver CO 80246

Advisors at this office

7

Advisors at this office

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Shelly S

Series 66

Denver, CO

Edward Jones

Shelly Stryker is a Series 66-credentialed financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Denver, Colorado since 2021. Prior to joining Edward Jones, Shelly worked at Farmers Insurance from 2018 to 2021 and was involved with the Highlands Ranch Community Association from 2014 to 2018. 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 nationwide network of financial advisors and branch offices.

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

Tanya W

CFP®, Series 66

Denver, CO

Edward Jones

Tanya Wagner is a CFP® professional with 17 years of experience in the financial industry. She has been with Edward Jones since 2009, working out of Denver, CO. Outside of her advisory role, she is involved in managing several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner LGBTQIA

David B

Series 66

Denver, CO

Edward Jones

David Bartfeld is a financial advisor with Edward Jones in Aurora, Colorado, holding a Series 66 license and bringing 22 years of industry experience. He has been with Edward Jones since 2013. 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. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive

Paul S

Series 63, Series 66

Denver, CO

Edward Jones

Paul Stratton is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Kenneth B

Series 66

Denver, CO

Edward Jones

Kenneth Blair is a Series 66 licensed financial advisor with Edward Jones in Denver, CO, where he has worked since 2006. He has 19 years of industry experience. 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. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and provides services under a fiduciary standard.

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

Series 66

Denver, CO

Edward Jones

Jenifer Mutari is a financial advisor with Edward Jones in Glendale, CO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2014. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Robert G

Series 66

Denver, CO

Edward Jones

Robert Gillock is a financial advisor with Edward Jones in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lektron LED Technologies, LLC. He serves on the finance committee of The Heights Church in Denver, reviewing and approving the church budget. 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 national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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