St Petersburg, FL 360 Central Avenue 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

360 Central Avenue Ste 1560

St Petersburg FL 33701

Advisors at this office

3

Advisors at this office

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Katie R

Series 66

St Petersburg, FL

Edward Jones

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

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

Angela W

CFP®, Series 66

St Petersburg, FL

Edward Jones

Angela Wright is a CFP® and holds a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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James S

Series 66

St Petersburg, FL

Edward Jones

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation. He joined Edward Jones in 2025 and has a diverse background predominantly in the entertainment and media industries. His prior experience includes roles with organizations such as Reagle Music Theatre, Tampa Repertory Theatre, and Universal City Studios. Edward Jones is a full-service wealth management firm serving 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 nationwide network of financial advisors and branch offices.

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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