Knoxville, IA W Pleasant 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

913 W Pleasant

Knoxville IA 50138

Advisors at this office

2

Advisors at this office

Adam N

Series 63, Series 66

Knoxville, IA

Edward Jones

Adam Norris is a financial advisor with Edward Jones in Knoxville, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Norris is involved in farming operations in Mahaska County as a partner and owns a farm in Knoxville. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Kelly S

Series 66

Knoxville, IA

Edward Jones

Kelly Shives is a Series 66-licensed financial advisor with Edward Jones, based in Knoxville, Iowa. She has been with Edward Jones since 2004 and has over 10 years of industry experience. Outside of her advisory role, she is associated with community entities including Pleasant Ridge Cemetery in Knoxville. 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 affiliated investment options, supported by a nationwide network of over 23,700 advisors.

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