Farmington, MO 665 W Karsch Blvd 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

665 W Karsch Blvd

Farmington MO 63640

Advisors at this office

3

Advisors at this office

Jeremy C

Series 66

Farmington, MO

Edward Jones

Jeremy Coleman is a financial advisor at Edward Jones in Farmington, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in buying and selling real estate through Coleman Real Estate LLC and in beef cattle sales with Granite Ridge Farms LLC. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Rebecca G

Series 66

Farmington, MO

Edward Jones

Rebecca Gault is a financial advisor at Edward Jones in Farmington, MO, with one year of experience and a Series 66 credential. She previously worked at U.S. Bancorp Investments Inc and U.S. Bank, and also has experience in bookkeeping and management through her ownership of PS Project Solutions LLC and involvement with Savage Trucking. 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.

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

Gracie T

Series 66

Farmington, MO

Edward Jones

Gracie Trokey is a financial advisor with Edward Jones in Farmington, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she held positions at Alliant Bank, BMO Harris Bank, and First State Financial Management. Trokey serves as a board member for the Court Appointed Special Advocates of the Parkland and sits on the advisory board for the Bulldog Student Investment Fund at Truman State University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets via a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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