Mountain Home, ID North 3rd East 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

190 North 3rd East

Mountain Home ID 83647

Advisors at this office

2

Advisors at this office

Shane Z

CFP®, Series 63

Mountain Home, ID

Edward Jones

Shane Zenner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds the Series 63 designation and is based in Mountain Home, Idaho. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Taylor H

Series 66

Mountain Home, ID

Edward Jones

Taylor Hurley is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hurley worked at the City of Mountain Home and spent eight years at Maurices. Outside of advising, Hurley owns and operates Sugar & Spice Bakehouse LLC, a home-based bakery specializing in custom sugar cookies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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