Saint Charles, MO Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,118 advisors across 14,150 offices

Location

Saint Charles MO

Advisors at this office

6

Advisors at this office

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Michelle K

Series 66

Saint Charles, MO

Edward Jones

Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. 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 with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

Saint Charles, MO

Edward Jones

Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at 1st Phorm and Supplement Superstores. He also works part-time as a trainer at P3 in Wentzville, MO. 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 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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David C

Series 66

Saint Charles, MO

Edward Jones

David Chartrand is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a fiduciary for the Fern C Bauer Educational Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

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

CFP®, CFA®, Series 66

Saint Charles, MO

Edward Jones

Sean Hickey is a financial advisor at Edward Jones in Saint Charles, MO, holding CFP®, CFA®, and Series 66 credentials with 16 years of industry experience, all of which he has spent at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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

Series 63, Series 66

Saint Charles, MO

Edward Jones

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

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

CFP®, Series 66

Saint Charles, MO

Edward Jones

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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