Ozark, MO N 22nd St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

5349 N 22nd St, Suite 2

Ozark MO 65721-6695

Advisors at this office

2

Advisors at this office

Paul M

Series 66

Ozark, MO

Edward Jones

Paul Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and four years of industry experience. He previously worked for DEMDACO for 19 years before joining Edward Jones in 2021. Outside of his advisory role, he serves as chairman of the board for a family LLC established to manage the inheritance and retention of family land. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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

Series 66

Ozark, MO

Edward Jones

Aaron Morrison is a financial advisor with Edward Jones in Ozark, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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