O'Fallon, MO Winghaven Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

5551 Winghaven Blvd Ste 205

O'Fallon MO 63368-3617

Advisors at this office

3

Advisors at this office

Bryce S

Series 66

O'Fallon, MO

Edward Jones

Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Jonathan S

ChFC®, Series 66

O'Fallon, MO

Edward Jones

Jonathan Sojka is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and Northwestern Mutual Investment Services LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Engineering Professional Technology Professional Widow/Widower Religious/faith focused
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Shonda H

Series 66

O'Fallon, MO

Edward Jones

Shonda Hart is a financial advisor with Edward Jones in O'Fallon, MO, holding a Series 66 designation and bringing one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
View complete list of advisors at this office
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