Independence, MO Little Blue Pkwy 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

4200 Little Blue Pkwy Ste 620

Independence MO 64057-8312

Advisors at this office

3

Advisors at this office

Corey L

Series 63, Series 66

Independence, MO

Edward Jones

Corey Long is a financial advisor at Edward Jones in Independence, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Doctor or Medical Professional

Shannon S

CFP®, ChFC®, Series 66

Independence, MO

Edward Jones

Shannon Sundberg is a financial advisor with Edward Jones in Independence, MO, holding the CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including seven years with Truman Heartland Community Foundation before joining Edward Jones in 2020. 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, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive

Carson B

CFP®, Series 66

Independence, MO

Edward Jones

Carson Burke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Inheritance planning Family Business Business ownership considerations Business succession planning Caring for aging parents Founder/Business Owner Divorced Widow/Widower
View complete list of advisors at this office
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