Somers, MT Office

Wendell Whitman is a financial advisor with Edward Jones in Somers, MT, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of advising, he has a passive investment stake in Holland Lake Lodge, a hotel and restaurant in Condon, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, with a large nationwide network of financial advisors and branch offices.

Matthew Mumau is a financial advisor at Edward Jones in Somers, MT, with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, Robinhood Financial, Charles Schwab, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.