St Louis, MO Dougherty Ferry Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

2705 Dougherty Ferry Rd, Suite 105

St Louis MO 63122-3371

Advisors at this office

3

Advisors at this office

Josiah A

Series 66

St Louis, MO

Edward Jones

Josiah Altis is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T for nine years. 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 under management, providing a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged

Jason H

CFP®, Series 66

St Louis, MO

Edward Jones

Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families

Marc T

Series 66

St Louis, MO

Edward Jones

Marc Tenholder is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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