Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Nicole Melero, RP® Nicole Melero, RP®'s Edward Jones Experience April 2010 - April 2012
Job Client Service Manager at Coastal Life Wealth Management
Industry Financial Services
Experience
Coastal Life Wealth Management April 2012 - Present
Edward Jones April 2010 - April 2012
The Lawton Group November 2009 - April 2010
ABCOW September 2006 - November 2009
Skills
Finance, Marketing, Management, Human Resources, Customer Service, Social Media, Leadership, Accounting, Training, CRM, Employee Benefits, Contract Negotiation, Strategic Planning, Coaching, Payroll, Recruiting, Financial Services, Sales Management, Entrepreneurship, Time Management, Business Strategy, Team Building, Leadership Development, Notary Public, Notary, Series 7
Education
College for Financial Planning 2014 — 2014
Foundations in Financial Planning
Coastal Life Wealth Management April 2012 - Present
Edward Jones April 2010 - April 2012
The Lawton Group November 2009 - April 2010
ABCOW September 2006 - November 2009
Skills
Finance, Marketing, Management, Human Resources, Customer Service, Social Media, Leadership, Accounting, Training, CRM, Employee Benefits, Contract Negotiation, Strategic Planning, Coaching, Payroll, Recruiting, Financial Services, Sales Management, Entrepreneurship, Time Management, Business Strategy, Team Building, Leadership Development, Notary Public, Notary, Series 7
Education
College for Financial Planning 2014 — 2014
Foundations in Financial Planning
Jeff Malas Jeff Malas's Edward Jones Experience April 2008 - March 2011
Job Financial Advisor at Milestone Wealth Design
Industry Financial Services
Experience
Milestone Wealth Design March 2011 - Present
Edward Jones April 2008 - March 2011
Spectrum Restoration August 2007 - April 2008
Grace Bible Church April 2002 - August 2007
Wheaton Bible Church June 2001 - March 2002
Grace Church of DuPage August 1998 - February 2001
Skills
Retirement, Estate Planning, IRAs, Investments, Life Insurance, 401k Rollovers, Securities, Wealth, Long Term Care Insurance, Team Building, Wealth Accumulation, Customer Service, Microsoft Office, Financial Services, Retirement Planning, Public Speaking, Fixed Annuities, Coaching, Strategic Planning, Series 7
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Wheaton College Graduate School (Wheaton, IL) 2001 — 2006
Master of Arts, Biblical Exegesis
Moody Bible Institute 1997 — 2000
Bachelor of Arts, Pastoral Studies
Milestone Wealth Design March 2011 - Present
Edward Jones April 2008 - March 2011
Spectrum Restoration August 2007 - April 2008
Grace Bible Church April 2002 - August 2007
Wheaton Bible Church June 2001 - March 2002
Grace Church of DuPage August 1998 - February 2001
Skills
Retirement, Estate Planning, IRAs, Investments, Life Insurance, 401k Rollovers, Securities, Wealth, Long Term Care Insurance, Team Building, Wealth Accumulation, Customer Service, Microsoft Office, Financial Services, Retirement Planning, Public Speaking, Fixed Annuities, Coaching, Strategic Planning, Series 7
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Wheaton College Graduate School (Wheaton, IL) 2001 — 2006
Master of Arts, Biblical Exegesis
Moody Bible Institute 1997 — 2000
Bachelor of Arts, Pastoral Studies
Chris LaFata, MBA Chris LaFata, MBA's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry E-Learning
Experience
Edward Jones July 2015 - Present
College for Financial Planning March 2015 - Present
Self-Employed September 2011 - Present
Axia College April 2005 - Present
Western International University April 2005 - Present
College for Financial Planning February 2014 - July 2015
Molly LaFata State Farm Insurance November 2006 - May 2014
Agent Audio Band February 2008 - October 2010
University of Phoenix July 1999 - May 2006
Skills
Public Speaking, Pro Tools, Sales, Songwriting, Written Communication, Higher Education, Staff Development, E-Learning, Teaching, Leadership Development, Admissions, Social Media, Social Networking, Coaching, Instructional Design, Adult Education, Research, Editing, Training, Strategic Planning, Distance Learning, Event Planning, Marketing Strategy, Facebook, Marketing, Leadership, Management, Customer Service, Team Building, Writing, Customer Retention, Microsoft Office
Education
College for Financial Planning 2014 — 2015
Graduate Certificate, Economics
University of Phoenix 1999 — 2001
MBA, Business
Kutztown University of Pennsylvania 1991 — 1995
BS Education, Social Studies
Edward Jones July 2015 - Present
College for Financial Planning March 2015 - Present
Self-Employed September 2011 - Present
Axia College April 2005 - Present
Western International University April 2005 - Present
College for Financial Planning February 2014 - July 2015
Molly LaFata State Farm Insurance November 2006 - May 2014
Agent Audio Band February 2008 - October 2010
University of Phoenix July 1999 - May 2006
Skills
Public Speaking, Pro Tools, Sales, Songwriting, Written Communication, Higher Education, Staff Development, E-Learning, Teaching, Leadership Development, Admissions, Social Media, Social Networking, Coaching, Instructional Design, Adult Education, Research, Editing, Training, Strategic Planning, Distance Learning, Event Planning, Marketing Strategy, Facebook, Marketing, Leadership, Management, Customer Service, Team Building, Writing, Customer Retention, Microsoft Office
Education
College for Financial Planning 2014 — 2015
Graduate Certificate, Economics
University of Phoenix 1999 — 2001
MBA, Business
Kutztown University of Pennsylvania 1991 — 1995
BS Education, Social Studies
Nick Kaplenski Nick Kaplenski's Edward Jones Experience August 2012 - Present
Job Investment representative
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Education
Clemson University 2006 — 2011
Edward Jones August 2012 - Present
Education
Clemson University 2006 — 2011
Barry Hickey, AAMS® CRPC® Barry Hickey, AAMS® CRPC®'s Edward Jones Experience February 2002 - November 2006
Job Owner and Financial Advisor EagleFlight Wealth Management LLC
Industry Financial Services
Experience
EagleFlight Wealth Management LLC December 2006 - Present
NAIFA-East Central Indiana June 2014 - Present
National Association of Insurance and Financial Advisors- East Central Indiana (NAIFA-ECI) September 2012 - June 2014
Edward Jones February 2002 - November 2006
Skills
Negotiation, Training, Investment Advisory, Wealth Management, Team Leadership, Mutual Funds, Public Relations, Insurance, Whole Life, IRAs, Long Term Care Insurance, Financial Services, Term Life Insurance, Strategic Planning, Leadership, Strategic Financial..., Small Business, Investments, Retirement Planning, Financial Planners, Securities, Retirement, Series 7, Series 63, Asset Management, Investment Strategies, Wealth Management..., Personal Financial..., Investment Management, Variable Annuities, Series 6, College Savings Plans, Retirement Plan..., Life Insurance, 401k, Financial Advisory
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor Designation, Retirement Planning
College for Financial Planning 2010 — 2010
AAMS, Accredited Asset Management Specialist
Sinclair Community College 2000 — 2002
Business Administration
Muncie Southside
EagleFlight Wealth Management LLC December 2006 - Present
NAIFA-East Central Indiana June 2014 - Present
National Association of Insurance and Financial Advisors- East Central Indiana (NAIFA-ECI) September 2012 - June 2014
Edward Jones February 2002 - November 2006
Skills
Negotiation, Training, Investment Advisory, Wealth Management, Team Leadership, Mutual Funds, Public Relations, Insurance, Whole Life, IRAs, Long Term Care Insurance, Financial Services, Term Life Insurance, Strategic Planning, Leadership, Strategic Financial..., Small Business, Investments, Retirement Planning, Financial Planners, Securities, Retirement, Series 7, Series 63, Asset Management, Investment Strategies, Wealth Management..., Personal Financial..., Investment Management, Variable Annuities, Series 6, College Savings Plans, Retirement Plan..., Life Insurance, 401k, Financial Advisory
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor Designation, Retirement Planning
College for Financial Planning 2010 — 2010
AAMS, Accredited Asset Management Specialist
Sinclair Community College 2000 — 2002
Business Administration
Muncie Southside
Adam Mathews's Edward Jones Experience September 2005 - June 2008
Job The ART of Real Estate
Industry Real Estate
Experience
Mathews Ventures, LLC September 2013 - Present
City of Hartsville June 2011 - September 2013
Heritage Community Bank June 2008 - March 2011
Edward Jones September 2005 - June 2008
United States Marine Corps 1993 - 1999
Skills
Strategic Financial..., Financial Analysis, Public Speaking, Strategic Planning, Risk Management, Budgets, Nonprofits, Finance, Customer Service, Fundraising, Microsoft Excel, Portfolio Management, Research, Leadership, Analysis, Policy, Project Planning, Public Relations, Government, Management, Event Planning, Program Management, Negotiation, Coaching, Contract Negotiation, Training, Leadership Development, Team Building, Strategy, Management Consulting, Community Outreach, Business Strategy, Project Management, Marketing, Team Leadership, Process Improvement, Change Management, Business Planning
Education
Coastal Carolina University 1999 — 2005
Bachelor of Arts (BA), English Language and Literature, General
Mathews Ventures, LLC September 2013 - Present
City of Hartsville June 2011 - September 2013
Heritage Community Bank June 2008 - March 2011
Edward Jones September 2005 - June 2008
United States Marine Corps 1993 - 1999
Skills
Strategic Financial..., Financial Analysis, Public Speaking, Strategic Planning, Risk Management, Budgets, Nonprofits, Finance, Customer Service, Fundraising, Microsoft Excel, Portfolio Management, Research, Leadership, Analysis, Policy, Project Planning, Public Relations, Government, Management, Event Planning, Program Management, Negotiation, Coaching, Contract Negotiation, Training, Leadership Development, Team Building, Strategy, Management Consulting, Community Outreach, Business Strategy, Project Management, Marketing, Team Leadership, Process Improvement, Change Management, Business Planning
Education
Coastal Carolina University 1999 — 2005
Bachelor of Arts (BA), English Language and Literature, General
John Larsen,CFP® John Larsen,CFP®'s Edward Jones Experience January 1997 - September 2013
Job Senior Vice President, Investments and Certified Financial Planner at Raymond James / Consul of Denmark for Arizona
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Royal Danish Consulate March 2005 - Present
Edward Jones January 1997 - September 2013
Ameriprise Financial Services, Inc. March 1996 - January 1997
Hoyer Inc February 1992 - March 1996
Ciserv Inc January 1991 - February 1992
Maersk Line January 1990 - January 1991
Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans
Education
College for Financial Planning 2010 — 2011
CFP® Certification
Keller Graduate School of Management 1993 — 1994
None
Aarhus School of Marine Engineering 1984 — 1990
BSME
Raymond James Financial Inc. October 2013 - Present
Royal Danish Consulate March 2005 - Present
Edward Jones January 1997 - September 2013
Ameriprise Financial Services, Inc. March 1996 - January 1997
Hoyer Inc February 1992 - March 1996
Ciserv Inc January 1991 - February 1992
Maersk Line January 1990 - January 1991
Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans
Education
College for Financial Planning 2010 — 2011
CFP® Certification
Keller Graduate School of Management 1993 — 1994
None
Aarhus School of Marine Engineering 1984 — 1990
BSME
Brendan Shea's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Credit Suisse July 2011 - March 2015
Skills
Investments, Fixed Income, Mutual Funds, Equities, Investment Banking, Capital Markets, Financial Research, Presenting to Clients, Marketing Communications, Public Speaking, Online Platforms, Microsoft Office, Macroeconomics, Microsoft SQL Server, Bloomberg
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Pomfret School 2006 — 2007
Post Graduate Diploma
Mount Saint Charles Academy 2000 — 2006
High School Diploma
Edward Jones April 2015 - Present
Credit Suisse July 2011 - March 2015
Skills
Investments, Fixed Income, Mutual Funds, Equities, Investment Banking, Capital Markets, Financial Research, Presenting to Clients, Marketing Communications, Public Speaking, Online Platforms, Microsoft Office, Macroeconomics, Microsoft SQL Server, Bloomberg
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Pomfret School 2006 — 2007
Post Graduate Diploma
Mount Saint Charles Academy 2000 — 2006
High School Diploma
Kevin Ericson Kevin Ericson's Edward Jones Experience 2007 - 2009
Job Securities Operations Specialist at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2014 - Present
Kforce November 2013 - August 2014
Concrete Coring Company of St. Louis July 2013 - October 2013
St. Louis Community College February 2011 - July 2011
U.S. Department of Commerce May 2010 - August 2010
Edward Jones 2007 - 2009
Skills
Budgets, Recruiting, Training, Leadership, Public Speaking, Marketing, Employee Relations, Human Resources, Leadership Development, Strategic Planning, Team Building, Sales, Time Management, Coaching, Nonprofits, Organizational..., Teaching, Event Planning, Customer Service, Management, Team Leadership, Social Networking
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of General Studies, Four Minors: Business, Communications, Music, Spanish
College for Financial Planning
AAMS
Wells Fargo Advisors August 2014 - Present
Kforce November 2013 - August 2014
Concrete Coring Company of St. Louis July 2013 - October 2013
St. Louis Community College February 2011 - July 2011
U.S. Department of Commerce May 2010 - August 2010
Edward Jones 2007 - 2009
Skills
Budgets, Recruiting, Training, Leadership, Public Speaking, Marketing, Employee Relations, Human Resources, Leadership Development, Strategic Planning, Team Building, Sales, Time Management, Coaching, Nonprofits, Organizational..., Teaching, Event Planning, Customer Service, Management, Team Leadership, Social Networking
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of General Studies, Four Minors: Business, Communications, Music, Spanish
College for Financial Planning
AAMS
Trenton Elvis Trenton Elvis's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Communication Management, Inc. November 2010 - September 2014
Norfolk Wire & Electronics November 2004 - November 2010
Skills
Budgets, Mutual Funds, Variable Annuities, Equities, Stock Market, Bond Markets, Unit Investment Trusts, Exchange Traded Funds, Long-term Care, Disability Insurance, Retirement Planning, Trust Management, Estate Planning, Portfolio Management, Financial Analysis, Life Insurance, Financial Planning, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, College Savings Plans, Inheritance, Investments, Certificates of Deposit, Fixed Income, Money Market Funds, Small Business...
Education
Clemson University 1998 — 2003
Bachelor of Science (BS)
Edward Jones September 2014 - Present
Communication Management, Inc. November 2010 - September 2014
Norfolk Wire & Electronics November 2004 - November 2010
Skills
Budgets, Mutual Funds, Variable Annuities, Equities, Stock Market, Bond Markets, Unit Investment Trusts, Exchange Traded Funds, Long-term Care, Disability Insurance, Retirement Planning, Trust Management, Estate Planning, Portfolio Management, Financial Analysis, Life Insurance, Financial Planning, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, College Savings Plans, Inheritance, Investments, Certificates of Deposit, Fixed Income, Money Market Funds, Small Business...
Education
Clemson University 1998 — 2003
Bachelor of Science (BS)
Jeff Baum Jeff Baum's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2009 - Present
Education
The George Washington University 2002 — 2006
Economics
College for Financial Planning
AAMS® Accredited Asset Management Specialist
Edward Jones June 2009 - Present
Education
The George Washington University 2002 — 2006
Economics
College for Financial Planning
AAMS® Accredited Asset Management Specialist
Doris Lamb Doris Lamb's Edward Jones Experience February 2014 - Present
Job Office Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Sonoco October 1988 - January 2008
South Carolina Air National Guard October 1986 - October 2003
Skills
Quality Assurance, Quality Management, Quality System, Quality Auditing, Manufacturing
Education
Coker College 1993 — 1997
Bachelor of Applied Science (BASc), Operations Management and Supervision
Florence-Darlington Technical College 1983 — 1986
Associate of Science (AS), Marketing
Edward Jones February 2014 - Present
Sonoco October 1988 - January 2008
South Carolina Air National Guard October 1986 - October 2003
Skills
Quality Assurance, Quality Management, Quality System, Quality Auditing, Manufacturing
Education
Coker College 1993 — 1997
Bachelor of Applied Science (BASc), Operations Management and Supervision
Florence-Darlington Technical College 1983 — 1986
Associate of Science (AS), Marketing
Adam Rhoades Adam Rhoades's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
US Army January 2004 - April 2014
Skills
Investments, Retirement Planning, College Savings Plans, 401k Rollovers, Financial Services
Education
Thomas Edison State College 2013 — 2014
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Cochise College 2012 — 2013
Associate's Degree, Intelligence Operations Studies -- Counterintelligence
Edward Jones April 2014 - Present
US Army January 2004 - April 2014
Skills
Investments, Retirement Planning, College Savings Plans, 401k Rollovers, Financial Services
Education
Thomas Edison State College 2013 — 2014
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Cochise College 2012 — 2013
Associate's Degree, Intelligence Operations Studies -- Counterintelligence
Matt Sellers Matt Sellers's Edward Jones Experience November 2009 - March 2013
Job Rack Performance
Industry Sports
Experience
Rack Performance October 2013 - Present
Waddell & Reed March 2013 - November 2014
Edward Jones November 2009 - March 2013
Coffeyville Community College 2006 - 2009
Skills
Public Speaking, Small Business, Management, Leadership, Strategic Planning, Coaching, Marketing, Event Planning, Social Media, Customer Service, Communication, Team Building, Fundraising, Leadership Development, Teaching, Finance, Microsoft Excel
Education
Kansas State University
Coffeyville Community College 2002 — 2003
Rack Performance October 2013 - Present
Waddell & Reed March 2013 - November 2014
Edward Jones November 2009 - March 2013
Coffeyville Community College 2006 - 2009
Skills
Public Speaking, Small Business, Management, Leadership, Strategic Planning, Coaching, Marketing, Event Planning, Social Media, Customer Service, Communication, Team Building, Fundraising, Leadership Development, Teaching, Finance, Microsoft Excel
Education
Kansas State University
Coffeyville Community College 2002 — 2003
Douglas Dial Douglas Dial's Edward Jones Experience 1992 - 2002
Job President
Industry Financial Services
Experience
Capital Partners Investment Group 2010 - Present
Marcus & Millichap 2005 - 2010
Dial Investment Advisors 2002 - 2005
Edward Jones 1992 - 2002
Skills
Investments, Investment Management, Asset Allocation, Risk Management, Alternative Investments, Estate Planning, Private Equity, Mutual Funds, Financial Analysis, Strategic Financial..., Personal Financial..., Growth Strategies, Charitable Gift Planning, Charitable Trusts, Treasurers, Philanthropy, Alternative Assets, FinTech, Asset Protection, Stock Market, Stocks, ETFs, Private Placements, Training, Education, Financial Education, Tax Efficiency, Tax Free Income, Research, Market Research, Charitable Remainder..., Estate Tax Planning, Technical Analysis, Fundamental Analysis, Wealth Preservation..., Estate Preservation, Municipal Bonds, Options Strategies, Options, Covered Calls, Proprietary Trading, Futures, Currency, Currency Exchange, Interest Rate Hedging, Tactical Asset..., Multi-generational...
Education
Northwestern University 1990 — 1991
Master's degree
Wheaton College 1985 — 1988
Bachelor's degree
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
Capital Partners Investment Group 2010 - Present
Marcus & Millichap 2005 - 2010
Dial Investment Advisors 2002 - 2005
Edward Jones 1992 - 2002
Skills
Investments, Investment Management, Asset Allocation, Risk Management, Alternative Investments, Estate Planning, Private Equity, Mutual Funds, Financial Analysis, Strategic Financial..., Personal Financial..., Growth Strategies, Charitable Gift Planning, Charitable Trusts, Treasurers, Philanthropy, Alternative Assets, FinTech, Asset Protection, Stock Market, Stocks, ETFs, Private Placements, Training, Education, Financial Education, Tax Efficiency, Tax Free Income, Research, Market Research, Charitable Remainder..., Estate Tax Planning, Technical Analysis, Fundamental Analysis, Wealth Preservation..., Estate Preservation, Municipal Bonds, Options Strategies, Options, Covered Calls, Proprietary Trading, Futures, Currency, Currency Exchange, Interest Rate Hedging, Tactical Asset..., Multi-generational...
Education
Northwestern University 1990 — 1991
Master's degree
Wheaton College 1985 — 1988
Bachelor's degree
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
Jim Koinis Jim Koinis's Edward Jones Experience May 1996 - Present
Job Financial Advisor, General Partner, Edward Jones
Industry Financial Services
Experience
Edward Jones May 1996 - Present
Education
Northern Illinois University
Master of Science (MS)
College for Financial Planning
Accredited Asset Management Specialist, "AAMS"
Edward Jones May 1996 - Present
Education
Northern Illinois University
Master of Science (MS)
College for Financial Planning
Accredited Asset Management Specialist, "AAMS"
Rick O'Dell Rick O'Dell's Edward Jones Experience June 1991 - March 2009
Job CEO and Registered Principal
Industry Investment Management
Experience
Raymond James Financial Services, Inc. March 2009 - Present
O'Dell Capital Management March 2009 - Present
Edward Jones June 1991 - March 2009
Skills
Portfolio Management, Financial Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Banking, Finance
Education
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
Truman State University 1987 — 1991
BS, Business Administration
Raymond James Financial Services, Inc. March 2009 - Present
O'Dell Capital Management March 2009 - Present
Edward Jones June 1991 - March 2009
Skills
Portfolio Management, Financial Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Banking, Finance
Education
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
Truman State University 1987 — 1991
BS, Business Administration
Shannon Sinning Shannon Sinning's Edward Jones Experience June 2000 - November 2011
Job Financial Advisor at Gardner Financial Services/ Gardner Advisors
Industry Financial Services
Experience
Gardner Financial Services/ Gardner Advisors July 2012 - Present
Edward Jones June 2000 - November 2011
NSBN LLP January 1998 - March 2000
Education
Gustavus Adolphus College 1994 — 1997
Bachelor of Arts (B.A.), Accounting
Maple River High School 1990 — 1994
College for Financial Planning
AAMS Accredited Asset Management Specialist
Gardner Financial Services/ Gardner Advisors July 2012 - Present
Edward Jones June 2000 - November 2011
NSBN LLP January 1998 - March 2000
Education
Gustavus Adolphus College 1994 — 1997
Bachelor of Arts (B.A.), Accounting
Maple River High School 1990 — 1994
College for Financial Planning
AAMS Accredited Asset Management Specialist
Eric Tabor, MBA's Edward Jones Experience January 2012 - September 2012
Job Transition Manager
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
US Army May 2011 - Present
TIAA-CREF December 2013 - May 2015
TIAA-CREF December 2012 - December 2013
Edward Jones January 2012 - September 2012
New Mexico State University July 2007 - September 2011
US Army August 2007 - May 2011
Skills
Series 7, Series 66, Financial Advisory, Film Production, HR Policies, Business Strategy, Financial Analysis, Licensed Life & Health..., Management, Human Resources, Military, Intelligence Analysis, Intelligence Collection, Intelligence Operations, HUMINT, Security Clearance, Army, Employee Relations, Leadership Development, Leadership, Analysis, Finance, Organizational..., Uniform Combined State..., Personnel Management, Research, Microsoft Office, Program Management, Strategic Planning
Education
New Mexico State University 2007 — 2011
Master of Business Administration (MBA), Finance, General, 3.82
The College of Santa Fe 2003 — 2007
Bachelor of Arts (B.A.), Film/Video and Photographic Arts, 3.1
Cochise College 2008 — 2008
Associate of Arts and Sciences (A.A.S.), Military Intelligence, Command Control and Information Operations, 3.28
TIAA-CREF May 2015 - Present
US Army May 2011 - Present
TIAA-CREF December 2013 - May 2015
TIAA-CREF December 2012 - December 2013
Edward Jones January 2012 - September 2012
New Mexico State University July 2007 - September 2011
US Army August 2007 - May 2011
Skills
Series 7, Series 66, Financial Advisory, Film Production, HR Policies, Business Strategy, Financial Analysis, Licensed Life & Health..., Management, Human Resources, Military, Intelligence Analysis, Intelligence Collection, Intelligence Operations, HUMINT, Security Clearance, Army, Employee Relations, Leadership Development, Leadership, Analysis, Finance, Organizational..., Uniform Combined State..., Personnel Management, Research, Microsoft Office, Program Management, Strategic Planning
Education
New Mexico State University 2007 — 2011
Master of Business Administration (MBA), Finance, General, 3.82
The College of Santa Fe 2003 — 2007
Bachelor of Arts (B.A.), Film/Video and Photographic Arts, 3.1
Cochise College 2008 — 2008
Associate of Arts and Sciences (A.A.S.), Military Intelligence, Command Control and Information Operations, 3.28
Nathaniel J. Cross Nathaniel J. Cross's Edward Jones Experience January 2009 - September 2009
Job Investment & Insurance Representative
Industry Financial Services
Experience
Affordable Insurance May 2011 - Present
CrossFinancial January 2005 - Present
Edward Jones January 2009 - September 2009
Skills
Insurance, Commercial Insurance, Licensed Life & Health..., Long Term Care Insurance, Personal Income Tax..., Property & Casualty..., Independent Financial..., Roth IRA, Retirement Planning, Investments, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance
Education
Clemson University - College of Business and Behavioral Science
Business, Accounting
Affordable Insurance May 2011 - Present
CrossFinancial January 2005 - Present
Edward Jones January 2009 - September 2009
Skills
Insurance, Commercial Insurance, Licensed Life & Health..., Long Term Care Insurance, Personal Income Tax..., Property & Casualty..., Independent Financial..., Roth IRA, Retirement Planning, Investments, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance
Education
Clemson University - College of Business and Behavioral Science
Business, Accounting
Jonathan Blount Jonathan Blount's Edward Jones Experience October 2013 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
MusicByJB.com January 2001 - Present
Bayou Oaks Baptist Church January 2012 - April 2014
Primerica January 2009 - October 2013
Happy Hill Farm Academy August 2009 - August 2011
Hill Country Bible Church 2008 - 2009
Grace Community Church, Tyler, TX 2002 - 2009
Skills
AAMS, Investments, Banking, Retirement Planning, Retirement Plan..., Life Insurance, Long Term Care Insurance, Education Savings, Series 7, Series 66, Training, Team Building, Leadership, Leadership Development, Public Speaking, Music, Piano, Music Education, Theology, Nonprofits, Church Events, Teaching, Guitar, Guitarist, Preaching, Composition, Coaching, Singing, Youth Ministry, Songwriting, Social Networking, Event Planning, Series 6, Series 63, Long-term Care, Customer Service, Volunteer Management, Community Outreach, Strategic Planning, Fundraising
Education
New Orleans Baptist Theological Seminary 2012 — 2016
Master of Divinity (M.Div.), Church Leadership and Administration
College for Financial Planning 2014 — 2014
AAMS®, Accredited Asset Management Specialist
The University of Texas at Tyler 2003 — 2007
BM, Music Composition
Edward Jones October 2013 - Present
MusicByJB.com January 2001 - Present
Bayou Oaks Baptist Church January 2012 - April 2014
Primerica January 2009 - October 2013
Happy Hill Farm Academy August 2009 - August 2011
Hill Country Bible Church 2008 - 2009
Grace Community Church, Tyler, TX 2002 - 2009
Skills
AAMS, Investments, Banking, Retirement Planning, Retirement Plan..., Life Insurance, Long Term Care Insurance, Education Savings, Series 7, Series 66, Training, Team Building, Leadership, Leadership Development, Public Speaking, Music, Piano, Music Education, Theology, Nonprofits, Church Events, Teaching, Guitar, Guitarist, Preaching, Composition, Coaching, Singing, Youth Ministry, Songwriting, Social Networking, Event Planning, Series 6, Series 63, Long-term Care, Customer Service, Volunteer Management, Community Outreach, Strategic Planning, Fundraising
Education
New Orleans Baptist Theological Seminary 2012 — 2016
Master of Divinity (M.Div.), Church Leadership and Administration
College for Financial Planning 2014 — 2014
AAMS®, Accredited Asset Management Specialist
The University of Texas at Tyler 2003 — 2007
BM, Music Composition
Jonathan Schavey's Edward Jones Experience April 2015 - Present
Job Intern at Edward Jones Investments
Industry Financial Services
Experience
Clemson University Foundation July 2015 - Present
Edward Jones April 2015 - Present
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Finance
The American University of Rome
Investment Analysis and Italian
Clemson University Foundation July 2015 - Present
Edward Jones April 2015 - Present
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Finance
The American University of Rome
Investment Analysis and Italian
Tim O'Flaherty Tim O'Flaherty's Edward Jones Experience January 2008 - February 2012
Job Director of Sales and Operations
Industry Consumer Services
Experience
CDPT Holdings, Llc February 2013 - Present
Allgood Pest Solutions August 2012 - January 2013
Lucas Group March 2012 - August 2012
Edward Jones January 2008 - February 2012
Aramark Uniform Services January 2007 - January 2008
Swisher Hygiene 2005 - 2007
Cintas May 2000 - January 2005
Norfolk Southern Railroad 1996 - 1998
Skills
Sourcing, Human Resources, Business Development, Executive Search, Technical Recruiting, Profitability Analysis, Staff Development, Organizational..., Operations Management, Sales, Strategy, Customer Retention, Leadership, Leadership Development, Sales Process, Customer Service, Training, Budgets, Finance, Account Management, Management, Employee Training, CO-PA, New Business Development, Team Building, Cold Calling, Recruiting, Strategic Planning, Sales Management, Sales Operations, Business Planning
Education
Georgia Tech 1998 — 2000
Master of Business Administration (MBA), Operations Management and Supervision
Clemson University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
West Morris Mendham High School 1988 — 1992
CDPT Holdings, Llc February 2013 - Present
Allgood Pest Solutions August 2012 - January 2013
Lucas Group March 2012 - August 2012
Edward Jones January 2008 - February 2012
Aramark Uniform Services January 2007 - January 2008
Swisher Hygiene 2005 - 2007
Cintas May 2000 - January 2005
Norfolk Southern Railroad 1996 - 1998
Skills
Sourcing, Human Resources, Business Development, Executive Search, Technical Recruiting, Profitability Analysis, Staff Development, Organizational..., Operations Management, Sales, Strategy, Customer Retention, Leadership, Leadership Development, Sales Process, Customer Service, Training, Budgets, Finance, Account Management, Management, Employee Training, CO-PA, New Business Development, Team Building, Cold Calling, Recruiting, Strategic Planning, Sales Management, Sales Operations, Business Planning
Education
Georgia Tech 1998 — 2000
Master of Business Administration (MBA), Operations Management and Supervision
Clemson University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
West Morris Mendham High School 1988 — 1992
Aaron Bauer, AWMA®'s Edward Jones Experience 2003 - 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
Bauer Financial Management May 2009 - Present
Edward Jones 2003 - 2009
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Wealth Management..., Personal Financial..., Personal Finance, Investment Management, Asset Allocation, Wealth Preservation..., Retirement Income..., Tax-advantaged..., Investments, Manager Selection, College Education..., Investment Policy..., Rebalancing, Investment Policy..., College Funding..., 401k, 401k Rollovers, IRAs, Mutual Funds, ETFs, Insurance, Estate Planning, Estate Preservation, Multi-generational..., Guaranteed Lifetime..., Income Protection, Income for Life, Long Term Care Insurance, Fixed Annuities, Life Transitions, Key Person Insurance, Buy-Sell, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth, Income Protection..., Strategic Financial..., Wealth Accumulation..., Roth IRA, Divorce Financial..., Long-Term Care, Long Term Care Planning
Education
Colorado State University 1997 — 2001
BS, Finance
College for Financial Planning
AAMS, Asset Management
Bauer Financial Management May 2009 - Present
Edward Jones 2003 - 2009
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Wealth Management..., Personal Financial..., Personal Finance, Investment Management, Asset Allocation, Wealth Preservation..., Retirement Income..., Tax-advantaged..., Investments, Manager Selection, College Education..., Investment Policy..., Rebalancing, Investment Policy..., College Funding..., 401k, 401k Rollovers, IRAs, Mutual Funds, ETFs, Insurance, Estate Planning, Estate Preservation, Multi-generational..., Guaranteed Lifetime..., Income Protection, Income for Life, Long Term Care Insurance, Fixed Annuities, Life Transitions, Key Person Insurance, Buy-Sell, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth, Income Protection..., Strategic Financial..., Wealth Accumulation..., Roth IRA, Divorce Financial..., Long-Term Care, Long Term Care Planning
Education
Colorado State University 1997 — 2001
BS, Finance
College for Financial Planning
AAMS, Asset Management
Adam Flagg, CFP®, AIF® Adam Flagg, CFP®, AIF®'s Edward Jones Experience May 2007 - March 2012
Job Private Wealth Manager & Branch Director
Industry Financial Services
Experience
Upstream Investment Partners, LLC March 2012 - Present
Upstream Investment Partners, LLC January 2014 - Present
Edward Jones May 2007 - March 2012
Illini Staffing Inc. January 2005 - December 2011
Decatur Herald & Review (Lee Enterprises) March 2006 - April 2007
Skills
Retirement Planning, 529 Plans, Managed Accounts, 401k, Investments, Series 7, Insurance, Financial Planning, Public Speaking, Financial Analysis, Business Planning, Asset Management, Portfolio Management, Retirement, Wealth Management, Employee Benefits, Long Term Care, Strategic Financial..., Long-term Care, Estate Planning, Financial Advisory, Securities, Wealth, Life Insurance, Alternative Investments
Education
College for Financial Planning 2010 — 2013
CFP, Certified Financial Planner
Leadership Austin 2009 — 2009
Emerge Graduate
University of Iowa 2000 — 2004
B.A., Communication Studies
West Des Moines Valley High School 1996 — 2000
Upstream Investment Partners, LLC March 2012 - Present
Upstream Investment Partners, LLC January 2014 - Present
Edward Jones May 2007 - March 2012
Illini Staffing Inc. January 2005 - December 2011
Decatur Herald & Review (Lee Enterprises) March 2006 - April 2007
Skills
Retirement Planning, 529 Plans, Managed Accounts, 401k, Investments, Series 7, Insurance, Financial Planning, Public Speaking, Financial Analysis, Business Planning, Asset Management, Portfolio Management, Retirement, Wealth Management, Employee Benefits, Long Term Care, Strategic Financial..., Long-term Care, Estate Planning, Financial Advisory, Securities, Wealth, Life Insurance, Alternative Investments
Education
College for Financial Planning 2010 — 2013
CFP, Certified Financial Planner
Leadership Austin 2009 — 2009
Emerge Graduate
University of Iowa 2000 — 2004
B.A., Communication Studies
West Des Moines Valley High School 1996 — 2000
Dustin Stringer Dustin Stringer's Edward Jones Experience March 2001 - April 2011
Job President/CEO of Stringer Wealth Management at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2011 - Present
Edward Jones March 2001 - April 2011
Skills
Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Investments, Financial Advisory, Finance, Asset Allocation, Retirement, Personal Finance, Investment Advisory, Retirement Planning, Mutual Funds, Wealth, Investment Strategies, Customer Service, Financial Planning, Team Building, Strategic Planning, Small Business
Education
College for Financial Planning 2006 — 2006
AAMS, Financial Planning and Services
Texarkana College
LPL Financial May 2011 - Present
Edward Jones March 2001 - April 2011
Skills
Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Investments, Financial Advisory, Finance, Asset Allocation, Retirement, Personal Finance, Investment Advisory, Retirement Planning, Mutual Funds, Wealth, Investment Strategies, Customer Service, Financial Planning, Team Building, Strategic Planning, Small Business
Education
College for Financial Planning 2006 — 2006
AAMS, Financial Planning and Services
Texarkana College
Dustin Blount's Edward Jones Experience June 2013 - August 2014
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
US Army February 2010 - Present
Bellhops January 2013 - January 2015
Edward Jones June 2013 - August 2014
Caesars Entertainment Corporation April 2012 - August 2012
Skills
Management, Leadership, Customer Service, Public Speaking, Analysis, Team Leadership, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Marketing, Sales, Entrepreneurship, Budgets, Organization, Social Networking, PowerPoint, Social Media, Leadership Development, Talent Acquisition, Employee Management, Start-ups, Organization Skills, Web Design, Intelligence Analysis, Event Planning, Social Entrepreneurship, Motivational Speaking, Financial Planning, Financial Analysis
Education
Iowa State University - College of Business 2012 — 2015
Bachelor's degree, Finance and Financial Management Services, Junior
Cochise College 2010 — 2011
Certificate, Intelligence Studies
US Army February 2010 - Present
Bellhops January 2013 - January 2015
Edward Jones June 2013 - August 2014
Caesars Entertainment Corporation April 2012 - August 2012
Skills
Management, Leadership, Customer Service, Public Speaking, Analysis, Team Leadership, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Marketing, Sales, Entrepreneurship, Budgets, Organization, Social Networking, PowerPoint, Social Media, Leadership Development, Talent Acquisition, Employee Management, Start-ups, Organization Skills, Web Design, Intelligence Analysis, Event Planning, Social Entrepreneurship, Motivational Speaking, Financial Planning, Financial Analysis
Education
Iowa State University - College of Business 2012 — 2015
Bachelor's degree, Finance and Financial Management Services, Junior
Cochise College 2010 — 2011
Certificate, Intelligence Studies
Patrick Kenedy CRPC Patrick Kenedy CRPC's Edward Jones Experience April 2001 - June 2009
Job Retirement Income Specialist Monterey Area at Kenedy Capital Consultants, LPL Financial, 25 years experience
Industry Investment Management
Experience
Kenedy Capital Consultants and LPL Financial June 2009 - Present
Edward Jones April 2001 - June 2009
AG Edwards January 1996 - April 2001
Kelly Services April 1987 - January 1992
TopTalent 1984 - 1987
Skills
Investments, Alternative Investments, Insurance, Employee Benefits, Bonds, Stocks, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Estate Planning, IRAs
Education
College for Financial Planning 1999 — 2000
CRPC
University of Oregon 1973 — 1977
burlingame high school! 1970 — 1973
Kenedy Capital Consultants and LPL Financial June 2009 - Present
Edward Jones April 2001 - June 2009
AG Edwards January 1996 - April 2001
Kelly Services April 1987 - January 1992
TopTalent 1984 - 1987
Skills
Investments, Alternative Investments, Insurance, Employee Benefits, Bonds, Stocks, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Estate Planning, IRAs
Education
College for Financial Planning 1999 — 2000
CRPC
University of Oregon 1973 — 1977
burlingame high school! 1970 — 1973
Jim Marren, CFP ®'s Edward Jones Experience June 2000 - June 2012
Job Branch Manager, Financial Advisor at Reno Wealth Advisors
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2012 - Present
Edward Jones June 2000 - June 2012
Clark County School District January 1999 - June 2000
Skills
Retirement Planning, Estate Planning, Wealth Management
Education
College for Financial Planning 2006 — 2006
CFP Certification Professional Education Program, Financial Planning
University of Nevada 1994 — 1998
B.A., Education
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2012 - Present
Edward Jones June 2000 - June 2012
Clark County School District January 1999 - June 2000
Skills
Retirement Planning, Estate Planning, Wealth Management
Education
College for Financial Planning 2006 — 2006
CFP Certification Professional Education Program, Financial Planning
University of Nevada 1994 — 1998
B.A., Education
Shae Linehan Shae Linehan's Edward Jones Experience January 2014 - Present
Job Financial Rep
Industry Consumer Goods
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - Present
Edward Jones January 2014 - Present
Fidelity Investments March 2015 - September 2015
Techtronics Industries March 2009 - July 2013
Skills
Consumer Products, Key Account Management, Key Account Development, Sales Management, Sales Operations, Competitive Analysis, Account Management, Product Marketing, Product Launch, Cross-functional Team..., Sales Presentations, Product Development, National Accounts, Market Planning, Pricing, P&L Management, Merchandising, Pricing Strategy, Brand Management, Forecasting, Marketing Management, Market Analysis, Retail, Trade Shows, Direct Sales, Sales Process, Income Statement, Selling, Inventory Management, Product Management, Sales, Market Research, Cold Calling, International Sales
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management, 3.45
Florida State University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.4
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - Present
Edward Jones January 2014 - Present
Fidelity Investments March 2015 - September 2015
Techtronics Industries March 2009 - July 2013
Skills
Consumer Products, Key Account Management, Key Account Development, Sales Management, Sales Operations, Competitive Analysis, Account Management, Product Marketing, Product Launch, Cross-functional Team..., Sales Presentations, Product Development, National Accounts, Market Planning, Pricing, P&L Management, Merchandising, Pricing Strategy, Brand Management, Forecasting, Marketing Management, Market Analysis, Retail, Trade Shows, Direct Sales, Sales Process, Income Statement, Selling, Inventory Management, Product Management, Sales, Market Research, Cold Calling, International Sales
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management, 3.45
Florida State University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.4
Terry Wiles, CRPC, AWMA, CDFA's Edward Jones Experience July 2001 - October 2005
Job President at Stonegate Financial, An Independent Firm
Industry Investment Management
Experience
Stonegate Financial, An Independent Firm October 2013 - Present
Wiles Wealth Management October 2005 - 2013
Edward Jones July 2001 - October 2005
Federated Investors July 1996 - June 2001
US Air Force 1984 - 1991
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Financial Advisory, Securities, Retirement, Financial Planning, Investment Management, Finance
Education
Institute for Divorce Financial Analysts 2012 — 2012
Certified Divorce Financial Analyst
College for Financial Planning 2008 — 2009
Certificate, Accredited Wealth Management Advisor
College for Financial Planning 2003 — 2003
Certificate, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2000 — 2002
Certification, Securities Industry Institute
State University of New York College at Oneonta 1992 — 1995
Bachelors, Finance and Economics
Stonegate Financial, An Independent Firm October 2013 - Present
Wiles Wealth Management October 2005 - 2013
Edward Jones July 2001 - October 2005
Federated Investors July 1996 - June 2001
US Air Force 1984 - 1991
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Financial Advisory, Securities, Retirement, Financial Planning, Investment Management, Finance
Education
Institute for Divorce Financial Analysts 2012 — 2012
Certified Divorce Financial Analyst
College for Financial Planning 2008 — 2009
Certificate, Accredited Wealth Management Advisor
College for Financial Planning 2003 — 2003
Certificate, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2000 — 2002
Certification, Securities Industry Institute
State University of New York College at Oneonta 1992 — 1995
Bachelors, Finance and Economics
Michael Vara's Edward Jones Experience August 2005 - December 2007
Job Small Business and Credit Services Manager at KeyBank
Industry Banking
Experience
Eastlake North Rangers Football March 2015 - Present
Force Sports December 2014 - Present
Willowick Football, Inc November 2012 - Present
KeyBank July 2011 - Present
Ohio Tactical Supply August 2010 - April 2015
JPMorgan Chase & Co. December 2007 - July 2011
Edward Jones August 2005 - December 2007
Fitworks Fitness Center November 2004 - November 2005
Bally Total Fitness May 1999 - November 2004
Skills
Management, Leadership, Finance, Banking, Credit, Retail Banking, Sales, Small Business Lending, Customer Service, Loans, Commercial Lending, Commercial Banking, Consumer Lending, Microsoft Office, Mortgage Lending
Education
Cleveland State University 2012 — 2013
Master of Business Administration (MBA), Finance, General
Cleveland State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Mount Union 1998 — 2000
N/A, Business Administration and Management, General
Eastlake North Rangers Football March 2015 - Present
Force Sports December 2014 - Present
Willowick Football, Inc November 2012 - Present
KeyBank July 2011 - Present
Ohio Tactical Supply August 2010 - April 2015
JPMorgan Chase & Co. December 2007 - July 2011
Edward Jones August 2005 - December 2007
Fitworks Fitness Center November 2004 - November 2005
Bally Total Fitness May 1999 - November 2004
Skills
Management, Leadership, Finance, Banking, Credit, Retail Banking, Sales, Small Business Lending, Customer Service, Loans, Commercial Lending, Commercial Banking, Consumer Lending, Microsoft Office, Mortgage Lending
Education
Cleveland State University 2012 — 2013
Master of Business Administration (MBA), Finance, General
Cleveland State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Mount Union 1998 — 2000
N/A, Business Administration and Management, General
Ryan Bergmann, CFP®'s Edward Jones Experience February 2007 - January 2009
Job Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Edelman Financial Services March 2013 - August 2015
TD Ameritrade January 2009 - March 2013
Edward Jones February 2007 - January 2009
MGM MIRAGE March 2006 - November 2006
No Red Tape Mortgage 2004 - 2005
Market News International May 2003 - August 2003
Skills
Certified Financial..., Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Wealth Management, Relationship Management, Japanese, Disability Insurance, Term Life Insurance, Options Strategies, Mortgage Lending, Financial Services, Social Security, Business Development, Uniform Combined State...
Education
Georgetown University 2012 — 2012
Certification Course, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor SM, Financial Planning and Services
Pepperdine University 2001 — 2004
BA, International Relations & Business Management
Sophia University 2002 — 2002
Study Abroad, Economics, Japanese
Normandale Community College 1998 — 2001
AA, Biology, Japanese
Yokosuka High School 1997 — 1998
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo
Jefferson High School 1993 — 1997
Mercer Advisors September 2015 - Present
Edelman Financial Services March 2013 - August 2015
TD Ameritrade January 2009 - March 2013
Edward Jones February 2007 - January 2009
MGM MIRAGE March 2006 - November 2006
No Red Tape Mortgage 2004 - 2005
Market News International May 2003 - August 2003
Skills
Certified Financial..., Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Wealth Management, Relationship Management, Japanese, Disability Insurance, Term Life Insurance, Options Strategies, Mortgage Lending, Financial Services, Social Security, Business Development, Uniform Combined State...
Education
Georgetown University 2012 — 2012
Certification Course, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor SM, Financial Planning and Services
Pepperdine University 2001 — 2004
BA, International Relations & Business Management
Sophia University 2002 — 2002
Study Abroad, Economics, Japanese
Normandale Community College 1998 — 2001
AA, Biology, Japanese
Yokosuka High School 1997 — 1998
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo
Jefferson High School 1993 — 1997
Chris Draughon, CFP® Chris Draughon, CFP®'s Edward Jones Experience April 2008 - August 2012
Job Director of Financial Planning at First Coast Wealth Advisors, LLC
Industry Financial Services
Experience
First Coast Wealth Advisors August 2012 - Present
Edward Jones April 2008 - August 2012
Bank of America 1990 - 1999
Skills
Retirement Planning, Wealth, Financial Goals, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 2010 — 2011
Personal Financial Planning
University of North Florida
Bachelor of Business Administration (BBA)
First Coast Wealth Advisors August 2012 - Present
Edward Jones April 2008 - August 2012
Bank of America 1990 - 1999
Skills
Retirement Planning, Wealth, Financial Goals, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 2010 — 2011
Personal Financial Planning
University of North Florida
Bachelor of Business Administration (BBA)
Brian Van Houten, CRPC® Brian Van Houten, CRPC®'s Edward Jones Experience September 2009 - January 2012
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Heritage Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Renton Trails March 2012 - Present
NW REACH June 2009 - Present
South Renton Connection April 2009 - June 2013
Edward Jones September 2009 - January 2012
Holland America Line January 2002 - June 2009
Education
College for Financial Planning 2014 — 2015
CRPC®
University of Puget Sound 1996 — 1999
BS Chemistry, Science
Highline Community College 1993 — 1995
AA, Business
Heritage Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Renton Trails March 2012 - Present
NW REACH June 2009 - Present
South Renton Connection April 2009 - June 2013
Edward Jones September 2009 - January 2012
Holland America Line January 2002 - June 2009
Education
College for Financial Planning 2014 — 2015
CRPC®
University of Puget Sound 1996 — 1999
BS Chemistry, Science
Highline Community College 1993 — 1995
AA, Business
Conor Eastman's Edward Jones Experience April 2014 - Present
Job Retirement Plans Subject Matter Expert
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Principal Financial Group June 2009 - April 2014
Principal Financial Group April 2006 - July 2009
Tarbell & Co. PLC January 2006 - April 2006
Skills
Financial Services
Education
College for Financial Planning
Chartered Retirement Plans Specialist(SM) Designation
Kansas State University 2008 — 2009
Financial planning certification, Family Financial Planning
Sterling College 2002 — 2006
BS, Business Administration
Edward Jones April 2014 - Present
Principal Financial Group June 2009 - April 2014
Principal Financial Group April 2006 - July 2009
Tarbell & Co. PLC January 2006 - April 2006
Skills
Financial Services
Education
College for Financial Planning
Chartered Retirement Plans Specialist(SM) Designation
Kansas State University 2008 — 2009
Financial planning certification, Family Financial Planning
Sterling College 2002 — 2006
BS, Business Administration
Heath Cornick, CRPC© Heath Cornick, CRPC©'s Edward Jones Experience July 2009 - Present
Job Financial Advsor
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Structure Industries, LLC January 2009 - August 2010
Structure Northwest, LLC August 2000 - August 2010
Skills
Process Improvement, Risk Management, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Leadership, Project Planning, Finance, Comparative Analysis, Group Dynamics, Visual Communication, Community Development
Education
Oregon State University 1997 — 2002
Construction Engineering Management
College for Financial Planning
Chartered Retirement Planning Counselor
Edward Jones July 2009 - Present
Structure Industries, LLC January 2009 - August 2010
Structure Northwest, LLC August 2000 - August 2010
Skills
Process Improvement, Risk Management, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Leadership, Project Planning, Finance, Comparative Analysis, Group Dynamics, Visual Communication, Community Development
Education
Oregon State University 1997 — 2002
Construction Engineering Management
College for Financial Planning
Chartered Retirement Planning Counselor
Taylor Clement Taylor Clement's Edward Jones Experience November 2005 - October 2008
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
Clement Capital Group October 2008 - Present
Edward Jones November 2005 - October 2008
Hard Spike Inc. / Avio May 2002 - August 2005
Skills
Financial Planning, Investments, Series 7, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Securities, Retirement, IRAs, Portfolio Management, Mutual Funds, Series 63, Financial Advisory
Education
University of North Carolina at Pembroke 2011 — 2015
MBA, Finance
College for Financial Planning 2008 — 2009
Financial Planning
University of Kentucky 2002 — 2005
BBA, Marketing and Business Management
Episcopal High School 1997 — 2001
Clement Capital Group October 2008 - Present
Edward Jones November 2005 - October 2008
Hard Spike Inc. / Avio May 2002 - August 2005
Skills
Financial Planning, Investments, Series 7, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Securities, Retirement, IRAs, Portfolio Management, Mutual Funds, Series 63, Financial Advisory
Education
University of North Carolina at Pembroke 2011 — 2015
MBA, Finance
College for Financial Planning 2008 — 2009
Financial Planning
University of Kentucky 2002 — 2005
BBA, Marketing and Business Management
Episcopal High School 1997 — 2001
Dan Brothers, CRPC®, AAMS® Dan Brothers, CRPC®, AAMS®'s Edward Jones Experience 2008 - Present
Job
Industry Financial Services
Experience
Edward Jones 2008 - Present
Skills
Customer Service, Series 7, Sales, New Business Development, Negotiation, Budgets, Contract Negotiation, Financial Analysis, Fixed Annuities, Insurance, Investments, Leadership, Nonprofits, Retirement, Finance, Management, Networking, Retirement Planning, Sales Management, Small Business, Team Building, Training, Marketing, Strategic Planning
Education
College for Financial Planning 2011 — 2014
Ithaca College 1998 — 2001
Bachelor, Business Administration; International Business & Management
Edward Jones 2008 - Present
Skills
Customer Service, Series 7, Sales, New Business Development, Negotiation, Budgets, Contract Negotiation, Financial Analysis, Fixed Annuities, Insurance, Investments, Leadership, Nonprofits, Retirement, Finance, Management, Networking, Retirement Planning, Sales Management, Small Business, Team Building, Training, Marketing, Strategic Planning
Education
College for Financial Planning 2011 — 2014
Ithaca College 1998 — 2001
Bachelor, Business Administration; International Business & Management
Eric S. Michael, AWMA AAMS Eric S. Michael, AWMA AAMS's Edward Jones Experience May 2005 - September 2008
Job President & CEO
Industry Financial Services
Experience
Michael Wealth Management Group September 2008 - Present
Edward Jones May 2005 - September 2008
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Middle Tennessee State University
Economics
Columbia State Community College
Michael Wealth Management Group September 2008 - Present
Edward Jones May 2005 - September 2008
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Middle Tennessee State University
Economics
Columbia State Community College
Nils Peterson Nils Peterson's Edward Jones Experience April 2014 - October 2014
Job Student
Industry Real Estate
Experience
Edward Jones April 2014 - October 2014
Edward Jones November 2012 - April 2014
Edward Jones July 2012 - November 2012
Atwell LLC May 2011 - August 2011
Yapi Merkezi May 2008 - June 2008
Skills
Public Speaking, Economic Modeling, Financial Analysis, Cross-functional Team..., Customer Service, Negotiation, Econometrics, Business Strategy, Proposal Writing, Sales, Business Development, Data Analysis, Time Management, Leadership, Training, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor's of Science, Economics
Edward Jones April 2014 - October 2014
Edward Jones November 2012 - April 2014
Edward Jones July 2012 - November 2012
Atwell LLC May 2011 - August 2011
Yapi Merkezi May 2008 - June 2008
Skills
Public Speaking, Economic Modeling, Financial Analysis, Cross-functional Team..., Customer Service, Negotiation, Econometrics, Business Strategy, Proposal Writing, Sales, Business Development, Data Analysis, Time Management, Leadership, Training, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor's of Science, Economics
Matt Kneifl, CFP®, AAMS® Matt Kneifl, CFP®, AAMS®'s Edward Jones Experience June 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2002 - Present
Skills
Strategic Planning, Customer Service, Leadership, Team Building, Marketing, Public Speaking
Education
College for Financial Planning 2009 — 2010
CFP
Wayne State College 1997 — 2002
Bachelor's degree, Finance
Edward Jones June 2002 - Present
Skills
Strategic Planning, Customer Service, Leadership, Team Building, Marketing, Public Speaking
Education
College for Financial Planning 2009 — 2010
CFP
Wayne State College 1997 — 2002
Bachelor's degree, Finance
David Morie David Morie's Edward Jones Experience March 2006 - January 2007
Job Investment Associate at Saleeby & Associates, Inc
Industry Financial Services
Experience
Saleeby & Associates, Inc February 2010 - Present
E*TRADE Financial January 2007 - December 2007
Edward Jones March 2006 - January 2007
JPMorgan Chase January 2006 - January 2007
US Army January 1985 - March 2006
Skills
Investments, Series 7, Management, Finance, Trading, Time Management, Customer Service, Options, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Fixed Annuities, High Net Worth..., Bloomberg, Wealth Management...
Education
College for Financial Planning 1999 — 2005
MS, Financial Planning
University of Missouri-Columbia 1981 — 1985
BA, BA Agricultural Economics
Saleeby & Associates, Inc February 2010 - Present
E*TRADE Financial January 2007 - December 2007
Edward Jones March 2006 - January 2007
JPMorgan Chase January 2006 - January 2007
US Army January 1985 - March 2006
Skills
Investments, Series 7, Management, Finance, Trading, Time Management, Customer Service, Options, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Fixed Annuities, High Net Worth..., Bloomberg, Wealth Management...
Education
College for Financial Planning 1999 — 2005
MS, Financial Planning
University of Missouri-Columbia 1981 — 1985
BA, BA Agricultural Economics
Jay Murray Jay Murray's Edward Jones Experience October 2004 - July 2010
Job Financial Advisor / Cofounder at Covenant Wealth Management
Industry Financial Services
Experience
Covenant Wealth Management July 2010 - Present
Santa Fe College June 2010 - Present
Rebuilding Together March 2011 - February 2015
Alachua Chamber of Commerce May 2006 - April 2012
Edward Jones October 2004 - July 2010
U.S. Coast Guard May 1980 - September 2004
Skills
Alternative Investments, Series 7, Investment Advisor..., Financial Planning, 401(k) Plan Consultant..., Series 66, Registration(s) listed..., Series 66 held with IFP, Series 7 held with LPL
Education
College for Financial Planning 2008 — 2008
AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALIST
Columbia College 2000 — 2004
BS Business Administration, Financial Services, Management
Dale Carnegie Training
Covenant Wealth Management July 2010 - Present
Santa Fe College June 2010 - Present
Rebuilding Together March 2011 - February 2015
Alachua Chamber of Commerce May 2006 - April 2012
Edward Jones October 2004 - July 2010
U.S. Coast Guard May 1980 - September 2004
Skills
Alternative Investments, Series 7, Investment Advisor..., Financial Planning, 401(k) Plan Consultant..., Series 66, Registration(s) listed..., Series 66 held with IFP, Series 7 held with LPL
Education
College for Financial Planning 2008 — 2008
AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALIST
Columbia College 2000 — 2004
BS Business Administration, Financial Services, Management
Dale Carnegie Training
Michele Clark, CFP®, CRPC® Michele Clark, CFP®, CRPC®'s Edward Jones Experience 1994 - 1994
Job Financial Planner, FeeOnly, by the hour
Industry Financial Services
Experience
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
Gary Dorsheimer Gary Dorsheimer's Edward Jones Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Lockheed Martin 2003 - 2007
Settlement Strategies, Inc 1997 - 2007
Schlumberger 2001 - 2003
Convergent Group 1998 - 2001
lockheed-martin-space-systems-company 1985 - 1998
Skills
Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Asset Management, Financial Services, Asset Allocation, Wealth Management, Integration, Pensions, Bonds, IRAs, Insurance, Retirement, 401k Rollovers, Financial Planners, Series 7, Roth IRA, Business Analysis, Project Management, Requirements Analysis, Risk Management
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirement Planning Counselor
Columbia College
BS, Computer Information Systems
Edward Jones February 2008 - Present
Lockheed Martin 2003 - 2007
Settlement Strategies, Inc 1997 - 2007
Schlumberger 2001 - 2003
Convergent Group 1998 - 2001
lockheed-martin-space-systems-company 1985 - 1998
Skills
Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Asset Management, Financial Services, Asset Allocation, Wealth Management, Integration, Pensions, Bonds, IRAs, Insurance, Retirement, 401k Rollovers, Financial Planners, Series 7, Roth IRA, Business Analysis, Project Management, Requirements Analysis, Risk Management
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirement Planning Counselor
Columbia College
BS, Computer Information Systems
Jeffrey Byas, CFP® Jeffrey Byas, CFP®'s Edward Jones Experience March 2003 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Skills
Wealth Management, Investment Advisory, Qualified Retirement..., Retirement Planning, Asset Allocation, Long-term Care, Life Insurance, College Savings Plans
Education
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program
College for Financial Planning 2009 — 2010
AAMS®
Tuskegee University 1988 — 1993
Bachelor of Science, Finance
Edward Jones March 2003 - Present
Skills
Wealth Management, Investment Advisory, Qualified Retirement..., Retirement Planning, Asset Allocation, Long-term Care, Life Insurance, College Savings Plans
Education
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program
College for Financial Planning 2009 — 2010
AAMS®
Tuskegee University 1988 — 1993
Bachelor of Science, Finance
Dustin Pennington, CFP®,AAMS® Dustin Pennington, CFP®,AAMS®'s Edward Jones Experience May 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Holland Colours 2004 - 2007
Skills
Credit, Investments, Leadership, Banking, Portfolio Management, Loans, Credit Analysis, Customer Service, Marketing, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner™, Finance and Financial Management Services
College for Financial Planning
Accredited Asset Management Specialist, Finance and Financial Management Services
Indiana University East 2001 — 2005
Bachelor's Degree
Connersville High School 1996 — 2000
High School
Edward Jones May 2007 - Present
Holland Colours 2004 - 2007
Skills
Credit, Investments, Leadership, Banking, Portfolio Management, Loans, Credit Analysis, Customer Service, Marketing, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner™, Finance and Financial Management Services
College for Financial Planning
Accredited Asset Management Specialist, Finance and Financial Management Services
Indiana University East 2001 — 2005
Bachelor's Degree
Connersville High School 1996 — 2000
High School
Duvan Brock, CFP®, ChFC, CMFC, CRPC Duvan Brock, CFP®, ChFC, CMFC, CRPC's Edward Jones Experience September 1986 - May 1989
Job Executive Vice President Financial Advisor Relations at Dempsey Lord Smith, LLC
Industry Financial Services
Experience
Duvan Brock Financial Services Inc. August 2009 - Present
Dempsey Lord Smith, LLC August 2009 - Present
Ameriprise Financial Services, Inc. August 1991 - August 2009
Edward Jones September 1986 - May 1989
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Insurance, Sales Management, Retirement Planning, Marketing Strategy, Strategic Financial..., Risk Management, Asset Allocation, Management, Series 7, Wealth Management, Leadership, Finance, IRAs, Real Estate, Investment Advisory, Business Development, Mutual Funds, Series 63, Portfolio Management, 401k, Budgets, Process Improvement, Investment Strategies, Retirement, Financial Advisory, Financial Planners, Wealth, Sales, Personal Financial..., Wealth Management..., ETFs, Wealth Accumulation, Series 24
Education
The American College 1999 — 2001
Chartered Financial Consultant
Jacksonville State University 1982 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning
Chartered Mutual Fund Counselor and Chartered Retirement Planning Counselor, Financial Planning and Services
Duvan Brock Financial Services Inc. August 2009 - Present
Dempsey Lord Smith, LLC August 2009 - Present
Ameriprise Financial Services, Inc. August 1991 - August 2009
Edward Jones September 1986 - May 1989
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Insurance, Sales Management, Retirement Planning, Marketing Strategy, Strategic Financial..., Risk Management, Asset Allocation, Management, Series 7, Wealth Management, Leadership, Finance, IRAs, Real Estate, Investment Advisory, Business Development, Mutual Funds, Series 63, Portfolio Management, 401k, Budgets, Process Improvement, Investment Strategies, Retirement, Financial Advisory, Financial Planners, Wealth, Sales, Personal Financial..., Wealth Management..., ETFs, Wealth Accumulation, Series 24
Education
The American College 1999 — 2001
Chartered Financial Consultant
Jacksonville State University 1982 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning
Chartered Mutual Fund Counselor and Chartered Retirement Planning Counselor, Financial Planning and Services
Scott Julsen Scott Julsen's Edward Jones Experience November 2008 - January 2010
Job Enrollment Counselor at Colorado State UniversityGlobal Campus
Industry Education Management
Experience
Colorado State University-Global Campus February 2015 - Present
Jones International University May 2010 - Present
Edward Jones November 2008 - January 2010
College for Financial Planning November 2005 - January 2009
Jones International University 2002 - 2005
Education Sales Management, LLC 2001 - 2003
Skills
Public Speaking, Staff Development, Leadership Development, Adult Education, Higher Education, Training, Management, Admissions, Leadership, Coaching, Customer Service, E-Learning, Employee Training, Account Management, Instructional Design, Marketing, Recruiting, Strategic Planning, Team Building
Education
College for Financial Planning 2007 — 2009
Paraplanner
Jones International University 2003 — 2006
Bachelor of Arts, Business
University of Southern California 1989 — 1991
Certificate, Music Business - Recording
Colorado State University-Global Campus February 2015 - Present
Jones International University May 2010 - Present
Edward Jones November 2008 - January 2010
College for Financial Planning November 2005 - January 2009
Jones International University 2002 - 2005
Education Sales Management, LLC 2001 - 2003
Skills
Public Speaking, Staff Development, Leadership Development, Adult Education, Higher Education, Training, Management, Admissions, Leadership, Coaching, Customer Service, E-Learning, Employee Training, Account Management, Instructional Design, Marketing, Recruiting, Strategic Planning, Team Building
Education
College for Financial Planning 2007 — 2009
Paraplanner
Jones International University 2003 — 2006
Bachelor of Arts, Business
University of Southern California 1989 — 1991
Certificate, Music Business - Recording
Andrew McClain, CFP®, ChFC®, CLU®, CWS® Andrew McClain, CFP®, ChFC®, CLU®, CWS®'s Edward Jones Experience June 2006 - June 2008
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
Jeri Barrientos, MBA, AAMS Jeri Barrientos, MBA, AAMS's Edward Jones Experience June 2005 - March 2011
Job CEO at First Mate Financial Advisors, LLC
Industry Financial Services
Experience
First Mate Financial Advisors, LLC March 2011 - Present
Children of Venezuela Foundation March 2011 - Present
TuCasa Companies October 2007 - Present
Edward Jones June 2005 - March 2011
Skills
Retirement Planning, Investments, Retirement, IRAs, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Securities
Education
Schnake Turnbo Frank Leadership & Reputation Academy
.
I currently hold Series 7, 63, 66 and life & health insurance licenses.
College for Financial Planning
Accredited Asset Management Specialist Designation
University of Tulsa 2002 — 2003
MBA, Business Administration
University of Tulsa 1998 — 2002
BS, Management Information Systems & Accounting
First Mate Financial Advisors, LLC March 2011 - Present
Children of Venezuela Foundation March 2011 - Present
TuCasa Companies October 2007 - Present
Edward Jones June 2005 - March 2011
Skills
Retirement Planning, Investments, Retirement, IRAs, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Securities
Education
Schnake Turnbo Frank Leadership & Reputation Academy
.
I currently hold Series 7, 63, 66 and life & health insurance licenses.
College for Financial Planning
Accredited Asset Management Specialist Designation
University of Tulsa 2002 — 2003
MBA, Business Administration
University of Tulsa 1998 — 2002
BS, Management Information Systems & Accounting
Claus Meyer CFP® RICP® Claus Meyer CFP® RICP®'s Edward Jones Experience January 2004 - June 2012
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Edward Jones January 2004 - June 2012
Skills
Saving for Education, Retirement, 401k Rollovers, Wealth Accumulation, 529 Plans, Protection..., College Savings Plans
Education
College of Financial Planning 2011 — 2012
Coursework for the CFP, Financial Planning
Cleveland State University 1980 — 1984
Bachelor's degree, Psychology/Business
Padua High School 1976 — 1980
Leadership of Medina
Raymond James June 2012 - Present
Edward Jones January 2004 - June 2012
Skills
Saving for Education, Retirement, 401k Rollovers, Wealth Accumulation, 529 Plans, Protection..., College Savings Plans
Education
College of Financial Planning 2011 — 2012
Coursework for the CFP, Financial Planning
Cleveland State University 1980 — 1984
Bachelor's degree, Psychology/Business
Padua High School 1976 — 1980
Leadership of Medina
Jared C. McCoy, CRPC ® Jared C. McCoy, CRPC ®'s Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Skills
Chartered Retirement..., Series 7, Series 66, Series 6, Series 63, Retirement Planning, 401k, Investments
Education
Oklahoma State University 2001 — 2005
College for Financial Planning
Chartered Retirement Planning Counelsor
Edward Jones December 2014 - Present
Skills
Chartered Retirement..., Series 7, Series 66, Series 6, Series 63, Retirement Planning, 401k, Investments
Education
Oklahoma State University 2001 — 2005
College for Financial Planning
Chartered Retirement Planning Counelsor
Jeff Novotny, LUTCF's Edward Jones Experience August 2006 - October 2008
Job Insurance Agent at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2008 - Present
Edward Jones August 2006 - October 2008
USAA July 2004 - August 2006
Progressive Insurance April 2001 - July 2004
Skills
Property & Casualty..., Employee Benefits, Insurance, Finance, Licensed Property &..., Licensed Life Insurance..., Homeowners, Fixed Annuities, Umbrella Insurance, Motorcycle, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Casualty, Permanent Life Insurance, Legal Liability, Renters, Claim, Sales, Customer Service
Education
Coe College
Liberty Mutual Insurance October 2008 - Present
Edward Jones August 2006 - October 2008
USAA July 2004 - August 2006
Progressive Insurance April 2001 - July 2004
Skills
Property & Casualty..., Employee Benefits, Insurance, Finance, Licensed Property &..., Licensed Life Insurance..., Homeowners, Fixed Annuities, Umbrella Insurance, Motorcycle, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Casualty, Permanent Life Insurance, Legal Liability, Renters, Claim, Sales, Customer Service
Education
Coe College
Erin Eiras's Edward Jones Experience January 2006 - March 2012
Job Financial Advisor / Wealth Manager at InVestra Financial Services 9048807878
Industry Investment Management
Experience
InVestra Financial Services March 2012 - Present
Edward Jones January 2006 - March 2012
Physician's Leasing Company May 2001 - June 2006
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investments, Securities, FINRA, Portfolio Management, Finance, Asset Management, 401k Rollovers, Asset Allocation, Series 7, 401k, Mutual Funds, Investment Advisory, Financial Services, Investment Strategies, Education Funding, Fixed Annuities, IRAs, Business Planning, Insurance, Long-term Care, Disability Insurance, Strategic Planning, Guardianship, Life Insurance, LTC, LIRP, Tax Strategies, Key Man Insurance, Stocks, Bonds, TIPS, ETFs, Fixed Income Strategies, Alternative Investments, Asset Managment, Risk Management, Financial Analysis, Public Speaking, Asset Protection, Equities, Financial Advisory, Leadership, Wealth, Management, Customer Service
Education
College for Financial Planning 2010 — 2015
A.A.M.S
FINRA
Series 7
FINRA
Series 63
FINRA
Series 66
Florida Community College at Jacksonville
License 2-15
InVestra Financial Services March 2012 - Present
Edward Jones January 2006 - March 2012
Physician's Leasing Company May 2001 - June 2006
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investments, Securities, FINRA, Portfolio Management, Finance, Asset Management, 401k Rollovers, Asset Allocation, Series 7, 401k, Mutual Funds, Investment Advisory, Financial Services, Investment Strategies, Education Funding, Fixed Annuities, IRAs, Business Planning, Insurance, Long-term Care, Disability Insurance, Strategic Planning, Guardianship, Life Insurance, LTC, LIRP, Tax Strategies, Key Man Insurance, Stocks, Bonds, TIPS, ETFs, Fixed Income Strategies, Alternative Investments, Asset Managment, Risk Management, Financial Analysis, Public Speaking, Asset Protection, Equities, Financial Advisory, Leadership, Wealth, Management, Customer Service
Education
College for Financial Planning 2010 — 2015
A.A.M.S
FINRA
Series 7
FINRA
Series 63
FINRA
Series 66
Florida Community College at Jacksonville
License 2-15
Stephen Dockham's Edward Jones Experience 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Kayser-Roth Corporation 2007 - 2009
Hanesbrands Inc. 2001 - 2007
Guilford Mills 1994 - 2001
Milliken & Company 1989 - 1994
Education
Clemson University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Edward Jones 2009 - Present
Kayser-Roth Corporation 2007 - 2009
Hanesbrands Inc. 2001 - 2007
Guilford Mills 1994 - 2001
Milliken & Company 1989 - 1994
Education
Clemson University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Ethan Hutcheson Ethan Hutcheson's Edward Jones Experience June 2013 - August 2013
Job Wealth Advisor at FirstPoint Financial
Industry Financial Services
Experience
Mariner Wealth Advisors November 2014 - Present
FirstPoint Financial November 2014 - Present
Renaissance Financial January 2014 - October 2014
Edward Jones June 2013 - August 2013
Alliance Property Management, Inc May 2011 - May 2012
1-800-GOT-JUNK? May 2010 - August 2010
Baron BMW April 2009 - August 2009
Education
College for Financial Planning 2014 — 2015
AAMS
Kansas State University 2008 — 2013
Business, Finance
Olathe East High School 2006 — 2009
Mariner Wealth Advisors November 2014 - Present
FirstPoint Financial November 2014 - Present
Renaissance Financial January 2014 - October 2014
Edward Jones June 2013 - August 2013
Alliance Property Management, Inc May 2011 - May 2012
1-800-GOT-JUNK? May 2010 - August 2010
Baron BMW April 2009 - August 2009
Education
College for Financial Planning 2014 — 2015
AAMS
Kansas State University 2008 — 2013
Business, Finance
Olathe East High School 2006 — 2009
Luke D. Russell, AAMS Luke D. Russell, AAMS's Edward Jones Experience November 2008 - February 2015
Job Senior Financial Advisor at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC February 2015 - Present
Edward Jones November 2008 - February 2015
Showcase Mitsubishi August 2003 - November 2008
Skills
Fixed Annuities, IRAs, Mutual Funds, Retirement Planning, Investments, Finance, Insurance, Bonds, Financial Analysis, Retirement, Leadership, Financial Advisory, Stocks, ETFs, Sales, Series 7, Budgets, Equities, Wealth Management, Life Insurance, Asset Allocation, Managing Accounts, Training, Uniform Combined State..., Long-term Care, Strategic Financial..., Annuities, Budgeting, Managed Accounts
Education
College for Financial Planning 2010 — 2011
AAMS, Financial Planning, Asset Management
Pinconning Area High School 1992 — 1996
General high school diploma, General Studies
UPSTREAM Investment Partners, LLC February 2015 - Present
Edward Jones November 2008 - February 2015
Showcase Mitsubishi August 2003 - November 2008
Skills
Fixed Annuities, IRAs, Mutual Funds, Retirement Planning, Investments, Finance, Insurance, Bonds, Financial Analysis, Retirement, Leadership, Financial Advisory, Stocks, ETFs, Sales, Series 7, Budgets, Equities, Wealth Management, Life Insurance, Asset Allocation, Managing Accounts, Training, Uniform Combined State..., Long-term Care, Strategic Financial..., Annuities, Budgeting, Managed Accounts
Education
College for Financial Planning 2010 — 2011
AAMS, Financial Planning, Asset Management
Pinconning Area High School 1992 — 1996
General high school diploma, General Studies
Cynthia Ebertz, CFP's Edward Jones Experience September 2012 - September 2015
Job Registered Sales Associate II
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Daniel Coyle, CRPC, AAMS Daniel Coyle, CRPC, AAMS's Edward Jones Experience November 2005 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2005 - Present
Skills
Retirement Planning, Asset Allocation, Wealth Management, IRAs, 401k Rollovers, wealth preservation..., estate considerations, financial assessment, portfolio strategies, Strategic Planning
Education
University of Tampa 2012 — 2017
MBA-Finance
University of Florida 2001 — 2005
Bachelor, Health Science
College for Financial Planning 2013 — 2013
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2008 — 2008
AAMS, Asset Management
Edward Jones November 2005 - Present
Skills
Retirement Planning, Asset Allocation, Wealth Management, IRAs, 401k Rollovers, wealth preservation..., estate considerations, financial assessment, portfolio strategies, Strategic Planning
Education
University of Tampa 2012 — 2017
MBA-Finance
University of Florida 2001 — 2005
Bachelor, Health Science
College for Financial Planning 2013 — 2013
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2008 — 2008
AAMS, Asset Management
Jay Merrill Jay Merrill's Edward Jones Experience December 2000 - Present
Job Financial Advisor CFP® at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2000 - Present
Carnation Milling, Nestle, Manna Pro August 1984 - December 2000
Skills
Mutual Funds, Portfolio and..., Retirement Plan..., Individual Retirement..., Business Retirement..., Education Savings, Stocks, Unit Investment..., Bonds: Municipal,..., Insurance: Long-term..., Annuities: Fixed,..., Financial Calculators:..., Saving, Spending and..., Systematic Investing, Managed Account...
Education
Kansas State University 1972 — 1975
B.S. Ag, Ag Economics, Business Option
College for Financial Planning 2008 — 2008
CFP Certification Professional Education Program
Edward Jones December 2000 - Present
Carnation Milling, Nestle, Manna Pro August 1984 - December 2000
Skills
Mutual Funds, Portfolio and..., Retirement Plan..., Individual Retirement..., Business Retirement..., Education Savings, Stocks, Unit Investment..., Bonds: Municipal,..., Insurance: Long-term..., Annuities: Fixed,..., Financial Calculators:..., Saving, Spending and..., Systematic Investing, Managed Account...
Education
Kansas State University 1972 — 1975
B.S. Ag, Ag Economics, Business Option
College for Financial Planning 2008 — 2008
CFP Certification Professional Education Program
T.J. Julien, CFP®, AAMS®, ChFEBC® T.J. Julien, CFP®, AAMS®, ChFEBC®'s Edward Jones Experience April 2005 - December 2008
Job Certified Financial Planner (TM), Accredited Asset Management Specialist(TM), Chartered Federal Benefits Emp Consultant
Industry Financial Services
Experience
JBA Wealth Management January 2009 - Present
Edward Jones April 2005 - December 2008
individual January 2003 - April 2005
Pawnee Leasing Corporation 2000 - 2002
Skills
Retirement, Life Insurance, 401k, IRAs, Finance, Retirement Planning, Small Business, Disability Insurance, Long-term Care, Wealth, Wealth Accumulation, Roth IRA, Pensions, Real Estate, Selling
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Finanicial Planning
College for Financial Planning 2009 — 2012
Certified Financial Planning, Financial Planning and Services
Fort Collins Tax Classes 2002 — 2004
Continuing Education, Taxation
Colorado State University 1987 — 1992
bachelors, Finance
JBA Wealth Management January 2009 - Present
Edward Jones April 2005 - December 2008
individual January 2003 - April 2005
Pawnee Leasing Corporation 2000 - 2002
Skills
Retirement, Life Insurance, 401k, IRAs, Finance, Retirement Planning, Small Business, Disability Insurance, Long-term Care, Wealth, Wealth Accumulation, Roth IRA, Pensions, Real Estate, Selling
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Finanicial Planning
College for Financial Planning 2009 — 2012
Certified Financial Planning, Financial Planning and Services
Fort Collins Tax Classes 2002 — 2004
Continuing Education, Taxation
Colorado State University 1987 — 1992
bachelors, Finance
Robert Trask Robert Trask's Edward Jones Experience February 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Skills
Public Relations, Leadership, Banking, Project Management, Marketing, Team Building, Strategic Planning, Financial Analysis, Sales, Fundraising, Public Speaking, Finance, Strategic Financial..., Small Business, Team Leadership, Staff Development, Coaching, Staff Management, Event Planning, Budget Process, Contract Negotiation, Negotiation, Insurance, Sales Management, Event Management, Corporate Branding, Corporate Governance, Corporate Communications, Capital Budgeting
Education
Liberty Fellowship of South Carolina 2007 — 2009
University of South Carolina
MBA, Real Estate Development
Clemson University 1981 — 1985
B.S, Financial Management
Edward Jones February 2013 - Present
Skills
Public Relations, Leadership, Banking, Project Management, Marketing, Team Building, Strategic Planning, Financial Analysis, Sales, Fundraising, Public Speaking, Finance, Strategic Financial..., Small Business, Team Leadership, Staff Development, Coaching, Staff Management, Event Planning, Budget Process, Contract Negotiation, Negotiation, Insurance, Sales Management, Event Management, Corporate Branding, Corporate Governance, Corporate Communications, Capital Budgeting
Education
Liberty Fellowship of South Carolina 2007 — 2009
University of South Carolina
MBA, Real Estate Development
Clemson University 1981 — 1985
B.S, Financial Management
Briggs Price, CFA, CFP® Briggs Price, CFA, CFP®'s Edward Jones Experience November 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Briggs Price Wealth Management, LLC March 2011 - October 2011
Wells Fargo Bank August 2002 - March 2011
First Union National Bank January 1999 - July 2002
Reznick Group January 1996 - December 1998
Wagner Noble & Company December 1993 - December 1995
Skills
Portfolio Management, Investments, Finance, Financial Analysis, Financial Planning, Estate Planning, Strategic Planning, Management, Investment Management, Financial Services, Wealth Management, Insurance, Asset Management, Security Valuation and..., Portfolio Strategies, Life Insurance Planning, Retirement, Customer Service, Retirement Planning
Education
Clemson University 1990 — 1992
BS, Accounting
Clemson University - College of Business and Behavioral Science 1990 — 1992
Bachelor of Science (B.S.), Accounting
Edward Jones November 2011 - Present
Briggs Price Wealth Management, LLC March 2011 - October 2011
Wells Fargo Bank August 2002 - March 2011
First Union National Bank January 1999 - July 2002
Reznick Group January 1996 - December 1998
Wagner Noble & Company December 1993 - December 1995
Skills
Portfolio Management, Investments, Finance, Financial Analysis, Financial Planning, Estate Planning, Strategic Planning, Management, Investment Management, Financial Services, Wealth Management, Insurance, Asset Management, Security Valuation and..., Portfolio Strategies, Life Insurance Planning, Retirement, Customer Service, Retirement Planning
Education
Clemson University 1990 — 1992
BS, Accounting
Clemson University - College of Business and Behavioral Science 1990 — 1992
Bachelor of Science (B.S.), Accounting
Greg Chaplin's Edward Jones Experience April 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Supplemental Health Care December 2008 - June 2010
Education
Cleveland State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Edward Jones April 2011 - Present
Supplemental Health Care December 2008 - June 2010
Education
Cleveland State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Joe Coco CFP® Joe Coco CFP®'s Edward Jones Experience January 1993 - October 2009
Job Managing Owner, Coco Enterprises, LLC
Industry Financial Services
Experience
Coco Enterprises October 2009 - Present
Coco Leadership Concepts February 2011 - Present
Edward Jones January 1993 - October 2009
United States Marine Corps 1985 - 1993
Skills
Investments, Strategic Financial..., Wealth Management, Small Business, Retirement, Estate Planning, Leadership, Financial Advisory, Public Speaking, Business Planning, Securities, Team Building, Asset Allocation, Management Consulting, Business Development, Retirement Planning, Insurance, Finance, Risk Management, Fixed Annuities, Military Experience, Marine Corps, Performance Consulting, Financial Planning
Education
College for Financial Planning 2008 — 2009
CFP®, Financial Planning
University of Colorado Boulder 1981 — 1985
B.A., Asian Studies
Coco Enterprises October 2009 - Present
Coco Leadership Concepts February 2011 - Present
Edward Jones January 1993 - October 2009
United States Marine Corps 1985 - 1993
Skills
Investments, Strategic Financial..., Wealth Management, Small Business, Retirement, Estate Planning, Leadership, Financial Advisory, Public Speaking, Business Planning, Securities, Team Building, Asset Allocation, Management Consulting, Business Development, Retirement Planning, Insurance, Finance, Risk Management, Fixed Annuities, Military Experience, Marine Corps, Performance Consulting, Financial Planning
Education
College for Financial Planning 2008 — 2009
CFP®, Financial Planning
University of Colorado Boulder 1981 — 1985
B.A., Asian Studies
Charles Ladd's Edward Jones Experience 1999 - 2006
Job CRPC®, Financial Advisor at Penney, Murray & Associates
Industry Investment Management
Experience
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Leslie Valant, AAMS®'s Edward Jones Experience 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Skills
Portfolio Management, Small Business, Leadership, Loans, Banking, Retirement Planning, Strategic Planning, Marketing, Customer Service, Financial Analysis, Team Building, Finance, Investment Advisory, Fixed Annuities, IRAs, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Strategies, Management, Sales, Budgets, Financial Advisory, Public Speaking
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner
College for Financial Planning 2013 — 2014
AAMS, Asset management
University of Central Florida 2000 — 2003
BS, Art, Education
Edward Jones 2009 - Present
Skills
Portfolio Management, Small Business, Leadership, Loans, Banking, Retirement Planning, Strategic Planning, Marketing, Customer Service, Financial Analysis, Team Building, Finance, Investment Advisory, Fixed Annuities, IRAs, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Strategies, Management, Sales, Budgets, Financial Advisory, Public Speaking
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner
College for Financial Planning 2013 — 2014
AAMS, Asset management
University of Central Florida 2000 — 2003
BS, Art, Education
Dan Melnyk Dan Melnyk's Edward Jones Experience May 2008 - Present
Job Financial Advisor CFP Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
International Profit Associates January 2007 - May 2008
National Nail Corporation January 2000 - February 2007
Ryder Inc November 1998 - January 2000
Herman Miller February 1997 - November 1998
Dr Pepper Snapple Group January 1991 - February 1998
Best Foods Inc January 1989 - December 1991
Baxter International Inc January 1976 - January 1989
Skills
Leadership, Strategic Planning, Investments, Financial Analysis, Management, Finance, Operations Management, Customer Service, Strategic Financial..., Budgets, Team Building, Process Improvement, Business Planning, Mergers & Acquisitions, Project Management, Business Strategy, Change Management, Marketing Strategy, New Business Development, Supplier Development, Mentoring, Mergers, Cash Flow, Risk Management
Education
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Keller Graduate School of Management of DeVry University 1980 — 1983
MBA, Accounting / Finance
Loyola University of Chicago 1972 — 1976
Bachelor of Business Administration, Economics
Edward Jones May 2008 - Present
International Profit Associates January 2007 - May 2008
National Nail Corporation January 2000 - February 2007
Ryder Inc November 1998 - January 2000
Herman Miller February 1997 - November 1998
Dr Pepper Snapple Group January 1991 - February 1998
Best Foods Inc January 1989 - December 1991
Baxter International Inc January 1976 - January 1989
Skills
Leadership, Strategic Planning, Investments, Financial Analysis, Management, Finance, Operations Management, Customer Service, Strategic Financial..., Budgets, Team Building, Process Improvement, Business Planning, Mergers & Acquisitions, Project Management, Business Strategy, Change Management, Marketing Strategy, New Business Development, Supplier Development, Mentoring, Mergers, Cash Flow, Risk Management
Education
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Keller Graduate School of Management of DeVry University 1980 — 1983
MBA, Accounting / Finance
Loyola University of Chicago 1972 — 1976
Bachelor of Business Administration, Economics
James Ruffin James Ruffin's Edward Jones Experience July 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2007 - Present
Foods of All Nations September 2005 - January 2006
Education
Clemson University - College of Business and Behavioral Science 2000 — 2005
BA, Psychology/Sociology minor
Edward Jones July 2007 - Present
Foods of All Nations September 2005 - January 2006
Education
Clemson University - College of Business and Behavioral Science 2000 — 2005
BA, Psychology/Sociology minor
Spencer D. Crow, AAMS®, CFS®'s Edward Jones Experience July 2010 - August 2011
Job Senior Vice President Investments | FeeOnly Registered Investment Advisor at The Mutual Fund Store® San Antonio
Industry Investment Management
Experience
The Mutual Fund Store January 2012 - Present
Mutual of Omaha August 2011 - January 2012
Edward Jones July 2010 - August 2011
Apex Software April 2007 - June 2010
Williams, Crow, Mask, LLP September 2006 - April 2007
KeyAd March 2006 - September 2006
Skills
Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Financial Services, Investment Management, Asset Management, Finance, Estate Planning, Portfolio Management, Wealth Management, 401k, Retirement Planning, Fixed Annuities, IRAs, Insurance, Risk Management, Wealth, Bonds, ETFs, IRA's, Annuities, Modern Portfolio Theory, Equities, Life Insurance, Long-term Care, Relationship Management, Series 7, Strategic Financial..., Securities, Wealth Accumulation, High Net Worth..., Personal Finance, FINRA, Disability Insurance, Fixed Income, Employee Benefits, Long Term Care Insurance, 401k Rollovers, Term Life Insurance, Roth IRA, Uniform Combined State..., Personal Financial..., Social Security, Education Funding, Financial Planning
Education
College for Financial Planning 2013 — 2016
Master's Degree, Personal Financial Planning
Institute of Business & Finance 2011 — 2012
CFS® - Certified Fund Specialist®, Financial Planning and Services
College for Financial Planning 2010 — 2010
AAMS® - Accredited Asset Management Specialist, Financial Planning and Services
Texas State University-San Marcos 1999 — 2006
Bachelor of Arts (B.A.), Mass Communications, Business Management
Tom C. Clark High School 1992 — 1996
High School
The Mutual Fund Store January 2012 - Present
Mutual of Omaha August 2011 - January 2012
Edward Jones July 2010 - August 2011
Apex Software April 2007 - June 2010
Williams, Crow, Mask, LLP September 2006 - April 2007
KeyAd March 2006 - September 2006
Skills
Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Financial Services, Investment Management, Asset Management, Finance, Estate Planning, Portfolio Management, Wealth Management, 401k, Retirement Planning, Fixed Annuities, IRAs, Insurance, Risk Management, Wealth, Bonds, ETFs, IRA's, Annuities, Modern Portfolio Theory, Equities, Life Insurance, Long-term Care, Relationship Management, Series 7, Strategic Financial..., Securities, Wealth Accumulation, High Net Worth..., Personal Finance, FINRA, Disability Insurance, Fixed Income, Employee Benefits, Long Term Care Insurance, 401k Rollovers, Term Life Insurance, Roth IRA, Uniform Combined State..., Personal Financial..., Social Security, Education Funding, Financial Planning
Education
College for Financial Planning 2013 — 2016
Master's Degree, Personal Financial Planning
Institute of Business & Finance 2011 — 2012
CFS® - Certified Fund Specialist®, Financial Planning and Services
College for Financial Planning 2010 — 2010
AAMS® - Accredited Asset Management Specialist, Financial Planning and Services
Texas State University-San Marcos 1999 — 2006
Bachelor of Arts (B.A.), Mass Communications, Business Management
Tom C. Clark High School 1992 — 1996
High School
Anthony Spangenberg, CFP®, AWMA® Anthony Spangenberg, CFP®, AWMA®'s Edward Jones Experience November 2007 - November 2008
Job Vice President, Financial Consultant at Charles Schwab & Co., Inc
Industry Investment Management
Experience
Charles Schwab March 2012 - Present
TD Ameritrade December 2008 - March 2012
Edward Jones November 2007 - November 2008
Education
Northern Illinois University
Bachelor's Degree, Philosophy, Cum Laude
College for Financial Planning
Certified Financial Planner and Accredited Wealth Management Advisor designations
CFA Institute
CFA Level III Candidate
Charles Schwab March 2012 - Present
TD Ameritrade December 2008 - March 2012
Edward Jones November 2007 - November 2008
Education
Northern Illinois University
Bachelor's Degree, Philosophy, Cum Laude
College for Financial Planning
Certified Financial Planner and Accredited Wealth Management Advisor designations
CFA Institute
CFA Level III Candidate
Deborah Yeats, CFP®, AEP®'s Edward Jones Experience 2000 - 2002
Job Senior Wealth Manager at Gold Medal Waters
Industry Financial Services
Experience
Gold Medal Waters October 2009 - Present
World Equity Group 2002 - October 2009
Edward Jones 2000 - 2002
Prudential Properties Northwest 1982 - 1999
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Wealth, Securities, Financial Services, Finance, Small Business, Equities, Certified Financial...
Education
University of Colorado at Boulder
Bachelor of Arts and Science
Metropolitan State University of Denver
Bachelor of Education (BEd), Elemantary
College for Financial Planning
Certified Financial Planner Graduate coursework
Gold Medal Waters October 2009 - Present
World Equity Group 2002 - October 2009
Edward Jones 2000 - 2002
Prudential Properties Northwest 1982 - 1999
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Wealth, Securities, Financial Services, Finance, Small Business, Equities, Certified Financial...
Education
University of Colorado at Boulder
Bachelor of Arts and Science
Metropolitan State University of Denver
Bachelor of Education (BEd), Elemantary
College for Financial Planning
Certified Financial Planner Graduate coursework
Randi (Jackson) Blackard Randi (Jackson) Blackard's Edward Jones Experience December 2000 - August 2009
Job Planner Associate at Heim, Young & Associates Licensed in Securities, Annuities, Life and Long Term Care Insurance
Industry Financial Services
Experience
Heim Young and Associates February 2012 - Present
Independent Insurance and Financial Services Provider 2009 - 2012
BNI® (Business Network International) 2010 - 2011
Reliv International December 2007 - August 2009
Edward Jones December 2000 - August 2009
Petsmart 1994 - 2000
Skills
Strategic Financial..., Strategic Planning, Microsoft Excel, Insurance, Outlook, Marketing, Life Insurance, Public Speaking, System Administration, Long-term Care, Event Planning, Wellness, Social Media, Small Business, Healthcare, Sales, Coaching, Retirement, Sales Process
Education
College for Financial Planning 2015 — 2019
Financial Planning, Retirement Planning
The American College 2009 — 2011
Busines and Finance
Covington High School 1990 — 1994
Heim Young and Associates February 2012 - Present
Independent Insurance and Financial Services Provider 2009 - 2012
BNI® (Business Network International) 2010 - 2011
Reliv International December 2007 - August 2009
Edward Jones December 2000 - August 2009
Petsmart 1994 - 2000
Skills
Strategic Financial..., Strategic Planning, Microsoft Excel, Insurance, Outlook, Marketing, Life Insurance, Public Speaking, System Administration, Long-term Care, Event Planning, Wellness, Social Media, Small Business, Healthcare, Sales, Coaching, Retirement, Sales Process
Education
College for Financial Planning 2015 — 2019
Financial Planning, Retirement Planning
The American College 2009 — 2011
Busines and Finance
Covington High School 1990 — 1994
Ellis M O'Tuel, CRPC® Ellis M O'Tuel, CRPC®'s Edward Jones Experience May 2006 - September 2010
Job Wealth Advisor to Families, Individuals and Small Businesses
Industry Financial Services
Experience
LPL Financial October 2010 - Present
O'Tuel Wealth Management October 2010 - May 2012
Plantation Financial Services January 2011 - April 2012
Edward Jones May 2006 - September 2010
E.M. O'Tuel Cotton Company June 1991 - May 2006
Skills
Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Real Estate Investment..., Financial Advisory, Investment Strategies, Life Insurance, Strategic Financial..., ETFs, Mutual Funds, Variable Annuities, Securities, Financial Planners, 401k, Wealth Management..., Strategic Planning, Research, Uniform Combined State..., Insurance, Wealth Accumulation, Wealth Preservation..., Managed Futures, Estate Planning, Account Management, Investment Management, Investments, 401k Rollovers, College Savings Plans, Separately Managed..., IRAs, Long-term Care, Investment Advisory, Bonds, Financial Goals, Disability Insurance, Financial Services, Pensions, Series 7, Portfolio Management, Finance, FINRA, Portfolio Assessment, Fixed Income, Risk Management
Education
Wofford College 1987 — 1991
Bachelor of Arts (B.A.), Government
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor
LPL Financial October 2010 - Present
O'Tuel Wealth Management October 2010 - May 2012
Plantation Financial Services January 2011 - April 2012
Edward Jones May 2006 - September 2010
E.M. O'Tuel Cotton Company June 1991 - May 2006
Skills
Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Real Estate Investment..., Financial Advisory, Investment Strategies, Life Insurance, Strategic Financial..., ETFs, Mutual Funds, Variable Annuities, Securities, Financial Planners, 401k, Wealth Management..., Strategic Planning, Research, Uniform Combined State..., Insurance, Wealth Accumulation, Wealth Preservation..., Managed Futures, Estate Planning, Account Management, Investment Management, Investments, 401k Rollovers, College Savings Plans, Separately Managed..., IRAs, Long-term Care, Investment Advisory, Bonds, Financial Goals, Disability Insurance, Financial Services, Pensions, Series 7, Portfolio Management, Finance, FINRA, Portfolio Assessment, Fixed Income, Risk Management
Education
Wofford College 1987 — 1991
Bachelor of Arts (B.A.), Government
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor
Ross Mueller,CFP® Ross Mueller,CFP®'s Edward Jones Experience January 1994 - August 1996
Job Wealth Advisor, Verve Wealth Management
Industry Investment Management
Experience
Verve Wealth Management August 1996 - Present
Edward Jones January 1994 - August 1996
Skills
Investments, Retirement Planning, Wealth Management, Finance, Financial Advisory, Retirement, Wealth, Securities, Investment Management, Banking
Education
University of Wisconsin-Oshkosh 1989 — 1993
Bachelors Business Admin
College for Financial Planning
CFP® Certification Professional Education Program, Financial Planning
Leadership Oshkosh
Verve Wealth Management August 1996 - Present
Edward Jones January 1994 - August 1996
Skills
Investments, Retirement Planning, Wealth Management, Finance, Financial Advisory, Retirement, Wealth, Securities, Investment Management, Banking
Education
University of Wisconsin-Oshkosh 1989 — 1993
Bachelors Business Admin
College for Financial Planning
CFP® Certification Professional Education Program, Financial Planning
Leadership Oshkosh
Jack Jacobson Jack Jacobson's Edward Jones Experience May 2015 - Present
Job Financial Advising Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Ashby Cook Financial Services April 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Time Management, Marketing, Social Networking, Finance
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
BS, Finance and Financial Management Services
University of Oxford 2014 — 2014
Summer Term, International Accounting and International Business Law
Edward Jones May 2015 - Present
Ashby Cook Financial Services April 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Time Management, Marketing, Social Networking, Finance
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
BS, Finance and Financial Management Services
University of Oxford 2014 — 2014
Summer Term, International Accounting and International Business Law
Jake Morton, CRPC® Jake Morton, CRPC®'s Edward Jones Experience December 2007 - February 2008
Job Financial Consultant at BOSC
Industry Financial Services
Experience
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
Vanessa Glamann's Edward Jones Experience October 2012 - Present
Job at
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Blue Tree Gallery July 2013 - August 2014
State of Arizona August 2001 - September 2012
Skills
Policy, Government, Administrative..., Customer Service, Office Administration, Program Management, Community Outreach, Access, Nonprofits, Public Speaking, Training, Microsoft Office, Microsoft Excel, Event Planning, Supervisory Skills
Education
Cochise College
Rio Salado College
Edward Jones October 2012 - Present
Blue Tree Gallery July 2013 - August 2014
State of Arizona August 2001 - September 2012
Skills
Policy, Government, Administrative..., Customer Service, Office Administration, Program Management, Community Outreach, Access, Nonprofits, Public Speaking, Training, Microsoft Office, Microsoft Excel, Event Planning, Supervisory Skills
Education
Cochise College
Rio Salado College
Brandon McFadden Brandon McFadden's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Education
Colby-Sawyer College 2007 — 2011
Edward Jones June 2011 - Present
Education
Colby-Sawyer College 2007 — 2011
Nathan Scott Hartmann's Edward Jones Experience June 2012 - October 2012
Job Financial Analyst at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services May 2015 - Present
Nathan Scott Hartmann Photography July 2014 - Present
Boeing April 2013 - May 2015
Edward Jones June 2012 - October 2012
Clemson University August 2011 - June 2012
Clemson University, Alumni Association August 2011 - June 2012
City of Easley, South Carolina May 2010 - August 2010
Skills
Microsoft Office, Social Media, Social Networking, Photography, Creative Writing, Photoshop, Adobe Creative Suite, Lightroom, Canon DSLR, Wedding Photography, Time Management, Social Media Marketing
Education
Clemson University 2006 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Clemson University 2006 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Amazon Web Services May 2015 - Present
Nathan Scott Hartmann Photography July 2014 - Present
Boeing April 2013 - May 2015
Edward Jones June 2012 - October 2012
Clemson University August 2011 - June 2012
Clemson University, Alumni Association August 2011 - June 2012
City of Easley, South Carolina May 2010 - August 2010
Skills
Microsoft Office, Social Media, Social Networking, Photography, Creative Writing, Photoshop, Adobe Creative Suite, Lightroom, Canon DSLR, Wedding Photography, Time Management, Social Media Marketing
Education
Clemson University 2006 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Clemson University 2006 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Regina Mobley Regina Mobley's Edward Jones Experience January 2009 - Present
Job National Trainer at Center for Teacher Effectiveness
Industry Financial Services
Experience
Center for Teacher Effectiveness April 2015 - Present
Edward Jones January 2009 - Present
Siemens Healthcare March 1992 - Present
Georgia Regents University, formerly Medical College of Georgia July 1979 - January 2009
Anderson Memorial Hospital, Clinical Laboratory, Anderson, SC January 1978 - June 1979
Skills
National Trainer..., Educational Consulting, Urinalysis, Hematology, Hemostasis, National Speaker, Distance Learning, College Teaching, Professional...
Education
Medical College of Georgia at Georgia Regents University 1980 — 1981
Master in Health Science, Clinical Laboratory Science/Medical Technology/Technologist, A
Anderson Memorial School of Medical Technology, Anderson, SC 1977 — 1977
Diploma in Medical Technology, Clinical Laboratory Science/Medical Technology/Technologist, A
Clemson University 1972 — 1976
Bachelor of Science (BS), Medical Microbiology and Bacteriology, A
Center for Teacher Effectiveness April 2015 - Present
Edward Jones January 2009 - Present
Siemens Healthcare March 1992 - Present
Georgia Regents University, formerly Medical College of Georgia July 1979 - January 2009
Anderson Memorial Hospital, Clinical Laboratory, Anderson, SC January 1978 - June 1979
Skills
National Trainer..., Educational Consulting, Urinalysis, Hematology, Hemostasis, National Speaker, Distance Learning, College Teaching, Professional...
Education
Medical College of Georgia at Georgia Regents University 1980 — 1981
Master in Health Science, Clinical Laboratory Science/Medical Technology/Technologist, A
Anderson Memorial School of Medical Technology, Anderson, SC 1977 — 1977
Diploma in Medical Technology, Clinical Laboratory Science/Medical Technology/Technologist, A
Clemson University 1972 — 1976
Bachelor of Science (BS), Medical Microbiology and Bacteriology, A
Jessica Abrams, MS's Edward Jones Experience 2011 - 2013
Job Registered Client Associate
Industry Financial Services
Experience
WFA June 2013 - Present
Edward Jones 2011 - 2013
Skills
Portfolio Management, Wealth Management, Public Speaking, Mutual Funds, Retirement Planning, Investment Advisory, Asset Management, Leadership, Retirement, Financial Advisory, Strategic Planning
Education
College for Financial Planning
Master’s Degree, MS Personal Financial Planning/Master Planner Advanced Studies™
Merrimack College
Advanced Study in Financial Planning Certificate Program, Financial Planning
University of New Hampshire
Bachelor’s Degree, Communications/English
WFA June 2013 - Present
Edward Jones 2011 - 2013
Skills
Portfolio Management, Wealth Management, Public Speaking, Mutual Funds, Retirement Planning, Investment Advisory, Asset Management, Leadership, Retirement, Financial Advisory, Strategic Planning
Education
College for Financial Planning
Master’s Degree, MS Personal Financial Planning/Master Planner Advanced Studies™
Merrimack College
Advanced Study in Financial Planning Certificate Program, Financial Planning
University of New Hampshire
Bachelor’s Degree, Communications/English
James Rider's Edward Jones Experience September 2015 - Present
Job Account Executive/ Agent Aspirant
Industry Insurance
Experience
Edward Jones September 2015 - Present
State Farm Insurance January 2013 - September 2015
State Farm Summer Internship May 2012 - August 2012
Mr. Fireworks May 2010 - August 2011
Skills
Math oriented, Business oriented, Microsoft Office, Microsoft Excel, ABS, Strategic Thinking, Underwriting, Business, Insurance, Property, Health Insurance, Claim, Commercial Insurance, General Insurance, Homeowners, Whole Life, Term Life Insurance, Renters, Life Insurance, Banking, Marketing, Sales, Customer Service, Team Building, Disability Insurance, Property, Fixed Annuities, Microsoft Word
Education
Coastal Carolina University 2009 — 2012
Bachelor of Science (BS), Accounting
Jamestown Community College 2007 — 2009
Accounting and Business/Management
Olean High School 2004 — 2007
Regents Diploma, Business Administration and Management, General
Edward Jones September 2015 - Present
State Farm Insurance January 2013 - September 2015
State Farm Summer Internship May 2012 - August 2012
Mr. Fireworks May 2010 - August 2011
Skills
Math oriented, Business oriented, Microsoft Office, Microsoft Excel, ABS, Strategic Thinking, Underwriting, Business, Insurance, Property, Health Insurance, Claim, Commercial Insurance, General Insurance, Homeowners, Whole Life, Term Life Insurance, Renters, Life Insurance, Banking, Marketing, Sales, Customer Service, Team Building, Disability Insurance, Property, Fixed Annuities, Microsoft Word
Education
Coastal Carolina University 2009 — 2012
Bachelor of Science (BS), Accounting
Jamestown Community College 2007 — 2009
Accounting and Business/Management
Olean High School 2004 — 2007
Regents Diploma, Business Administration and Management, General
Andrew Mazzolini's Edward Jones Experience December 2013 - May 2014
Job Real Estate Consultant at Keller Williams Lubbock
Industry Investment Management
Experience
Keller Williams Lubbock October 2014 - Present
Edward Jones December 2013 - May 2014
Skills
Risk Management, Team Building, Security, Operations Management, Public Speaking, Risk Assessment, Research, Strategy, Process Improvement, Investments, Policy, Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Buying Real Estate, Selling Real Estate, Real Estate Investment..., Creative Real Estate...
Education
Clovis Community College 2007 — 2010
Associate's Degree, Wind Energy, 4.0/4.0
Keller Williams Lubbock October 2014 - Present
Edward Jones December 2013 - May 2014
Skills
Risk Management, Team Building, Security, Operations Management, Public Speaking, Risk Assessment, Research, Strategy, Process Improvement, Investments, Policy, Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Buying Real Estate, Selling Real Estate, Real Estate Investment..., Creative Real Estate...
Education
Clovis Community College 2007 — 2010
Associate's Degree, Wind Energy, 4.0/4.0
Denise Petrin Denise Petrin's Edward Jones Experience September 2009 - July 2012
Job Associate Vice PresidentInvestment Officer, AAMS® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Edward Jones September 2009 - July 2012
MassMutual Financial Group July 2009 - September 2009
Wachovia Securities Financial Network February 2006 - May 2009
LEGG MASON WOOD WALKER INC January 1999 - January 2006
PRUDENTIAL SECURITIES INC November 1995 - January 1999
Windham Honda January 1995 - November 1995
FIRST NH BANK January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION January 1992 - January 1993
NUMERICA SAVINGS BANK January 1980 - January 1992
Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service
Education
College for Financial Planning 2002 — 2004
AAMS
Trinity High School 1974 — 1978
Southern New Hampshire University
Business, Program
Wells Fargo Advisors, LLC July 2012 - Present
Edward Jones September 2009 - July 2012
MassMutual Financial Group July 2009 - September 2009
Wachovia Securities Financial Network February 2006 - May 2009
LEGG MASON WOOD WALKER INC January 1999 - January 2006
PRUDENTIAL SECURITIES INC November 1995 - January 1999
Windham Honda January 1995 - November 1995
FIRST NH BANK January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION January 1992 - January 1993
NUMERICA SAVINGS BANK January 1980 - January 1992
Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service
Education
College for Financial Planning 2002 — 2004
AAMS
Trinity High School 1974 — 1978
Southern New Hampshire University
Business, Program
Justin Cramer's Edward Jones Experience January 2014 - January 2015
Job Asst. Vice President, Financial Advisor at Pyle Financial Services, Inc.
Industry Financial Services
Experience
Pyle Financial Services, Inc. February 2015 - Present
Edward Jones January 2014 - January 2015
Carolina Capital Management November 2011 - December 2013
BB&T November 2010 - November 2011
Skills
Investments, Comprehensive Financial..., Legacy Planning, Asset Allocation..., Wealth Management &..., Financial Risk..., Buy-Sell Agreements, Retirement Strategies, Business Succession..., Estate Conservation &..., Executive Benefit..., Mutual Funds, Variable Products, College Savings Plans, Long Term Care, Personal Protection..., Group Benefit Planning, Business Strategy Design, Financial Evaluation &..., Business Planning, Asset Allocation, Financial Advisory, Financial Services, Long-term Care, Succession Planning, Retirement, Finance
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science in Business Administration, Management
Pyle Financial Services, Inc. February 2015 - Present
Edward Jones January 2014 - January 2015
Carolina Capital Management November 2011 - December 2013
BB&T November 2010 - November 2011
Skills
Investments, Comprehensive Financial..., Legacy Planning, Asset Allocation..., Wealth Management &..., Financial Risk..., Buy-Sell Agreements, Retirement Strategies, Business Succession..., Estate Conservation &..., Executive Benefit..., Mutual Funds, Variable Products, College Savings Plans, Long Term Care, Personal Protection..., Group Benefit Planning, Business Strategy Design, Financial Evaluation &..., Business Planning, Asset Allocation, Financial Advisory, Financial Services, Long-term Care, Succession Planning, Retirement, Finance
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science in Business Administration, Management
Kaleb Brzon Kaleb Brzon's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2014 - Present
Concordia Chevrolet/Buick April 2010 - March 2014
Nokia Siemens Networks 2003 - 2010
Skills
Financial Analysis, Investments, Investment Strategies, Portfolio Management, Wealth Management, Budgets, Business, Project Management
Education
Emporia State University 2007 — 2010
FInance, Business Administration
Cloud County Community College 1998 — 2000
Edward Jones March 2014 - Present
Concordia Chevrolet/Buick April 2010 - March 2014
Nokia Siemens Networks 2003 - 2010
Skills
Financial Analysis, Investments, Investment Strategies, Portfolio Management, Wealth Management, Budgets, Business, Project Management
Education
Emporia State University 2007 — 2010
FInance, Business Administration
Cloud County Community College 1998 — 2000
Hannah Bode's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Prickly Pair Photography January 2007 - Present
Welch State Bank February 2009 - June 2013
Skills
Retirement Planning, 401k, 401k Rollovers, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, 529 Plans, College Savings Plans, Stocks, Bonds, Annuities, Portfolio and..., Mutual Funds
Education
Oklahoma State University 2006 — 2008
BS, Agricultural Communication/Journalism
Oklahoma State University 2006 — 2008
Bachelor's Degree, Agricultural Communications
Coffeyville Community College 2004 — 2006
Associate's degree, Agriculture/Agribusiness
Coffeyville Community College 2004 — 2006
Associate's Degree, Agriculture
Oologah High School 1992 — 2004
High School
Edward Jones June 2013 - Present
Prickly Pair Photography January 2007 - Present
Welch State Bank February 2009 - June 2013
Skills
Retirement Planning, 401k, 401k Rollovers, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, 529 Plans, College Savings Plans, Stocks, Bonds, Annuities, Portfolio and..., Mutual Funds
Education
Oklahoma State University 2006 — 2008
BS, Agricultural Communication/Journalism
Oklahoma State University 2006 — 2008
Bachelor's Degree, Agricultural Communications
Coffeyville Community College 2004 — 2006
Associate's degree, Agriculture/Agribusiness
Coffeyville Community College 2004 — 2006
Associate's Degree, Agriculture
Oologah High School 1992 — 2004
High School
Greg Corneille, CRPC® Greg Corneille, CRPC®'s Edward Jones Experience September 2006 - November 2008
Job Investment Advisor at Axcel Capital Management, LLC
Industry Financial Services
Experience
Axcel Capital Management, LLC March 2013 - Present
Celebration Church at Monroe Street August 2014 - Present
PNC Investments 2009 - February 2013
Edward Jones September 2006 - November 2008
Maryland Army National Guard June 2006 - June 2008
U.S. Army May 2002 - June 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Investments, ETFs, Technical Analysis, Stock Market, Fixed Income, Bond Markets, Fundamental Analysis, Economic Indicators, Estate Planning, Investment Strategies, Series 63, Bonds, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, IRAs, Wealth Management..., Financial Advisory, Fixed Annuities, 401k, Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Hampton University 1998 — 2002
B.S., Finance
Axcel Capital Management, LLC March 2013 - Present
Celebration Church at Monroe Street August 2014 - Present
PNC Investments 2009 - February 2013
Edward Jones September 2006 - November 2008
Maryland Army National Guard June 2006 - June 2008
U.S. Army May 2002 - June 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Investments, ETFs, Technical Analysis, Stock Market, Fixed Income, Bond Markets, Fundamental Analysis, Economic Indicators, Estate Planning, Investment Strategies, Series 63, Bonds, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, IRAs, Wealth Management..., Financial Advisory, Fixed Annuities, 401k, Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Hampton University 1998 — 2002
B.S., Finance
Darren Canada, JD, CFP® Darren Canada, JD, CFP®'s Edward Jones Experience 1998 - 1999
Job CERTIFIED FINANCIAL PLANNER™ and owner of D. Canada Financial Group
Industry Financial Services
Experience
Raymond James Financial Services, Inc. November 1999 - Present
D. Canada Financial Group November 1999 - Present
Edward Jones 1998 - 1999
Bank of America 1991 - 1998
Skills
Series 7, Series 24, Series 65, Series 63, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Wealth Management, Retirement, Mutual Funds
Education
Concord Law School - Kaplan University 2006 — 2009
Juris Doctor
College for Financial Planning 1991 — 1992
CFP®, CERTIFIED FINANCIAL PLANNER™
San Diego State University-California State University 1984 — 1988
BS, Business Admin. / Finance
Raymond James Financial Services, Inc. November 1999 - Present
D. Canada Financial Group November 1999 - Present
Edward Jones 1998 - 1999
Bank of America 1991 - 1998
Skills
Series 7, Series 24, Series 65, Series 63, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Wealth Management, Retirement, Mutual Funds
Education
Concord Law School - Kaplan University 2006 — 2009
Juris Doctor
College for Financial Planning 1991 — 1992
CFP®, CERTIFIED FINANCIAL PLANNER™
San Diego State University-California State University 1984 — 1988
BS, Business Admin. / Finance
James Lacewell, AAMS's Edward Jones Experience March 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
US Army August 2004 - November 2011
Julio's Welding and Oilfield Services August 2003 - August 2004
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Financial Planning and Services
Wayland Baptist University 2007 — 2009
Bachelor of Applied Science (BASc), Business Administration and Management, General
Edward Jones March 2011 - Present
US Army August 2004 - November 2011
Julio's Welding and Oilfield Services August 2003 - August 2004
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Financial Planning and Services
Wayland Baptist University 2007 — 2009
Bachelor of Applied Science (BASc), Business Administration and Management, General
Hans Asoera's Edward Jones Experience June 1989 - Present
Job Financial Advisor, General Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1989 - Present
Skills
Retirement Planning, Retirement, Financial Advisory, Series 7, Wealth Management, Asset Allocation, Marketing, Personal Finance, Leadership Development, Recruiting, Leadership, Fixed Annuities, Mutual Funds, Long-term Care, Wealth, Series 66
Education
Norwich University 2007 — 2008
M.B.A., Strategic Management
College for Financial Planning 2002 — 2002
A.A.M.S., Asset Management
Hanover College 1985 — 1989
B.A., Political Science
Edward Jones June 1989 - Present
Skills
Retirement Planning, Retirement, Financial Advisory, Series 7, Wealth Management, Asset Allocation, Marketing, Personal Finance, Leadership Development, Recruiting, Leadership, Fixed Annuities, Mutual Funds, Long-term Care, Wealth, Series 66
Education
Norwich University 2007 — 2008
M.B.A., Strategic Management
College for Financial Planning 2002 — 2002
A.A.M.S., Asset Management
Hanover College 1985 — 1989
B.A., Political Science
Daniel Froelich's Edward Jones Experience August 2015 - Present
Job FACD for Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Clemson University Campus Recreation August 2013 - December 2014
Clemson University August 2011 - December 2014
KennelCare Inc. June 2012 - August 2013
Skills
Facebook, Social Media, Teamwork, Microsoft Office, Leadership, Customer Service, Spanish, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Word, Time Management
Education
Clemson University - College of Business and Behavioral Science 2011 — 2014
Bachelor of Science (BS), Marketing
Edward Jones August 2015 - Present
Clemson University Campus Recreation August 2013 - December 2014
Clemson University August 2011 - December 2014
KennelCare Inc. June 2012 - August 2013
Skills
Facebook, Social Media, Teamwork, Microsoft Office, Leadership, Customer Service, Spanish, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Word, Time Management
Education
Clemson University - College of Business and Behavioral Science 2011 — 2014
Bachelor of Science (BS), Marketing
Derrick Anderson Derrick Anderson's Edward Jones Experience September 2013 - Present
Job CFP®, AAMS®, Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Edward Jones August 2004 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, Investment Advisory, Mutual Funds, College Savings Plans, Roth IRA, Stock Picking, Tax Favored Investing, Business Planning, Personal Pensions, Estate Considerations, Traditional IRA, Long-term Care
Education
College for Financial Planning 2011 — 2012
Certified Financial Planner
University of Alabama 2002 — 2004
Bachelor, Finance
Edward Jones September 2013 - Present
Edward Jones August 2004 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, Investment Advisory, Mutual Funds, College Savings Plans, Roth IRA, Stock Picking, Tax Favored Investing, Business Planning, Personal Pensions, Estate Considerations, Traditional IRA, Long-term Care
Education
College for Financial Planning 2011 — 2012
Certified Financial Planner
University of Alabama 2002 — 2004
Bachelor, Finance
Angela Wright, CFP®, CIMA®, CDFA™'s Edward Jones Experience December 2010 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Russell Investments November 2005 - January 2011
Raymond James Financial May 2002 - August 2005
Skills
Certified Financial..., Certified Divorce..., Series 7, Series 66, Life, Health and..., Strategic Financial..., Retirement Planning, Asset Managment, Investment Management, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Wealth Management, 401k, Separately Managed..., 529 Plans, Asset Management
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Financial Planning and Services
College for Financial Planning 2008 — 2010
Certified Financial Planner, Financial Planning and Services
University of South Florida 2004 — 2005
MBA, Marketing, Management, International
Stetson University 1998 — 2002
Bachelor's, Finance
Edward Jones December 2010 - Present
Russell Investments November 2005 - January 2011
Raymond James Financial May 2002 - August 2005
Skills
Certified Financial..., Certified Divorce..., Series 7, Series 66, Life, Health and..., Strategic Financial..., Retirement Planning, Asset Managment, Investment Management, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Wealth Management, 401k, Separately Managed..., 529 Plans, Asset Management
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Financial Planning and Services
College for Financial Planning 2008 — 2010
Certified Financial Planner, Financial Planning and Services
University of South Florida 2004 — 2005
MBA, Marketing, Management, International
Stetson University 1998 — 2002
Bachelor's, Finance
Charles Sitton Charles Sitton's Edward Jones Experience February 2012 - October 2012
Job .
Industry Insurance
Experience
BlueCross BlueShield of South Carolina June 2013 - Present
Edward Jones February 2012 - October 2012
Citi January 2011 - July 2011
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments
Education
Coastal Carolina University 2014 — 2016
Master of Business Administration (MBA)
Coastal Carolina University 2007 — 2011
Bachelor's, Marketing
BlueCross BlueShield of South Carolina June 2013 - Present
Edward Jones February 2012 - October 2012
Citi January 2011 - July 2011
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments
Education
Coastal Carolina University 2014 — 2016
Master of Business Administration (MBA)
Coastal Carolina University 2007 — 2011
Bachelor's, Marketing
Eric D. Rankin, AAMS, AWMA Eric D. Rankin, AAMS, AWMA's Edward Jones Experience June 2003 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
City of Hull, Iowa November 2008 - Present
Edward Jones June 2003 - Present
Self Employed Consultant (Management) January 2001 - June 2007
Dordt College January 2007 - May 2007
Maersk Line July 2002 - June 2003
United States Lines February 2001 - November 2001
Bay Ship Management, Inc. September 1997 - January 2001
American Hawaii Cruises June 1995 - August 1997
Ocean Ships, Inc. January 1992 - June 1995
Skills
Investments, Team Building, Strategic Planning, Coaching, Public Speaking, Process Improvement, Leadership Development, Team Leadership, Operations Management, Organizational..., Sales Management, Sales, Negotiation, Project Management, Leadership, Public Administration, Municipal Management, Finance
Education
United States Merchant Marine Academy 1987 — 1991
BS, Marine Transportation, Logistics
College for Financial Planning
Accredited Wealth Management Advisor
College for Financial Planning
Accredited Asset Management Specialist
City of Hull, Iowa November 2008 - Present
Edward Jones June 2003 - Present
Self Employed Consultant (Management) January 2001 - June 2007
Dordt College January 2007 - May 2007
Maersk Line July 2002 - June 2003
United States Lines February 2001 - November 2001
Bay Ship Management, Inc. September 1997 - January 2001
American Hawaii Cruises June 1995 - August 1997
Ocean Ships, Inc. January 1992 - June 1995
Skills
Investments, Team Building, Strategic Planning, Coaching, Public Speaking, Process Improvement, Leadership Development, Team Leadership, Operations Management, Organizational..., Sales Management, Sales, Negotiation, Project Management, Leadership, Public Administration, Municipal Management, Finance
Education
United States Merchant Marine Academy 1987 — 1991
BS, Marine Transportation, Logistics
College for Financial Planning
Accredited Wealth Management Advisor
College for Financial Planning
Accredited Asset Management Specialist
robby edwards robby edwards's Edward Jones Experience March 2010 - June 2012
Job Investment Advisor
Industry Investment Management
Experience
Commonwealth Financial Management, LLC May 2012 - Present
Edward Jones March 2010 - June 2012
Various Tennis Clubs July 1989 - 2010
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, 401k, Series 7, Retirement, Financial Advisory, Strategic Financial..., Small Business, Securities, Wealth Management, Fixed Annuities, Asset Allocation, Finance, Alternative Investments, Insurance, Financial Services, Risk Management, IRAs, Business Planning, Portfolio Management, Asset Management, Financial Analysis, 401k Rollovers, Investment Strategies, Strategic Planning, Wealth Accumulation, High Net Worth..., Wealth, Equities, Coaching, Marketing, Public Speaking, Sales, Customer Service, Team Building
Education
Coastal Carolina University 1984 — 1988
Bachelor of Science (BS), Health and Physical Education/Fitness
Coastal Carolina University 1984 — 1984
Physical Education, Finance and Financial Management Services
Commonwealth Financial Management, LLC May 2012 - Present
Edward Jones March 2010 - June 2012
Various Tennis Clubs July 1989 - 2010
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, 401k, Series 7, Retirement, Financial Advisory, Strategic Financial..., Small Business, Securities, Wealth Management, Fixed Annuities, Asset Allocation, Finance, Alternative Investments, Insurance, Financial Services, Risk Management, IRAs, Business Planning, Portfolio Management, Asset Management, Financial Analysis, 401k Rollovers, Investment Strategies, Strategic Planning, Wealth Accumulation, High Net Worth..., Wealth, Equities, Coaching, Marketing, Public Speaking, Sales, Customer Service, Team Building
Education
Coastal Carolina University 1984 — 1988
Bachelor of Science (BS), Health and Physical Education/Fitness
Coastal Carolina University 1984 — 1984
Physical Education, Finance and Financial Management Services
David Maningding's Edward Jones Experience 2000 - 2001
Job Experienced Real Estate Finance and Management Professional
Industry Financial Services
Experience
South Carolina Federal Credit Union October 2014 - Present
United States Army Reserve September 1989 - Present
Acclaimed Financial Group, Inc. March 2003 - March 2012
Carolina First Bank 2001 - 2003
Edward Jones 2000 - 2001
Quantum Mortgage Group, Inc. 1997 - 2000
Skills
Mortgage Lending, REO, Real Estate, Condos, Refinance, FHA, Buyer Representation, Investment Properties, First Time Home Buyers, Sellers, Short Sales, Residential Homes, Foreclosures, Single Family Homes, Negotiation, Loans, Relocation, Investors, Selling, Training, Customer Service, Sales, Management, Credit, Marketing
Education
Coastal Carolina University 1991 — 1994
Bachelor of Arts (B.A.), Political Science and Government/Business Administration
South Carolina Federal Credit Union October 2014 - Present
United States Army Reserve September 1989 - Present
Acclaimed Financial Group, Inc. March 2003 - March 2012
Carolina First Bank 2001 - 2003
Edward Jones 2000 - 2001
Quantum Mortgage Group, Inc. 1997 - 2000
Skills
Mortgage Lending, REO, Real Estate, Condos, Refinance, FHA, Buyer Representation, Investment Properties, First Time Home Buyers, Sellers, Short Sales, Residential Homes, Foreclosures, Single Family Homes, Negotiation, Loans, Relocation, Investors, Selling, Training, Customer Service, Sales, Management, Credit, Marketing
Education
Coastal Carolina University 1991 — 1994
Bachelor of Arts (B.A.), Political Science and Government/Business Administration
Hunter Brammer Hunter Brammer's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Clemson University Faculty Senate May 2014 - Present
Smith Mountain Dock & Lodge May 2013 - August 2013
Just Priceless April 2012 - August 2012
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services
Wesleyan Christian Academy 2008 — 2012
High School
Edward Jones June 2015 - Present
Clemson University Faculty Senate May 2014 - Present
Smith Mountain Dock & Lodge May 2013 - August 2013
Just Priceless April 2012 - August 2012
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services
Wesleyan Christian Academy 2008 — 2012
High School
Coy Watson Coy Watson's Edward Jones Experience 2001 - Present
Job Financial Advisor at Edward Jones, AAMS
Industry Financial Services
Experience
Edward Jones 2001 - Present
Education
College for Financial Planning
Asset Management
Kansas State University
Louisiana State University Health Sciences Center
Edward Jones 2001 - Present
Education
College for Financial Planning
Asset Management
Kansas State University
Louisiana State University Health Sciences Center
Rock La Cross, AWMA, AAMS's Edward Jones Experience September 2004 - April 2005
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
David Toeppe, CFS®, ChFEBC® David Toeppe, CFS®, ChFEBC®'s Edward Jones Experience 2008 - 2009
Job Financial Advisor at Bradshaw Financial Planning
Industry Financial Services
Experience
Bradshaw Financial Planning August 2009 - Present
Edward Jones 2008 - 2009
Skills
Retirement Planning, Investments, Series 7, Retirement, Estate Planning, 401k, Fixed Annuities, Personal Finance, Roth IRA, Small Business, Financial Goals, Financial Planners, Finance, Pensions
Education
Western Michigan University 2003 — 2008
BBA, Personal Financial Planning
College for Financial Planning
Bradshaw Financial Planning August 2009 - Present
Edward Jones 2008 - 2009
Skills
Retirement Planning, Investments, Series 7, Retirement, Estate Planning, 401k, Fixed Annuities, Personal Finance, Roth IRA, Small Business, Financial Goals, Financial Planners, Finance, Pensions
Education
Western Michigan University 2003 — 2008
BBA, Personal Financial Planning
College for Financial Planning
Lisa Faith Lisa Faith's Edward Jones Experience March 2004 - June 2010
Job Project Management, Organizational Management with strong technical acumen and respected leadership skills.
Industry Investment Management
Experience
Current Company Confidential October 2013 - Present
BMO July 2010 - July 2012
Edward Jones March 2004 - June 2010
Lilly October 2002 - March 2004
Nokia February 2000 - September 2002
2Wire (Now PACE) February 1997 - February 2000
Compuserve Interactive July 1993 - January 1997
Skills
Project Management, Program Management, Performance Management, Enterprise Account..., Organizational..., New Business Development, Cross-functional Team..., Process Establishment, Process Improvement, Leadership Development, Web Project Management, SaaS, Technology Integration, Relationship Management, Agile & Waterfall..., Lean Thinking, Analysis, Sales Process, CRM, CRM Integration, CRM Databases, Salesforce.com, Cloud Applications, Vendor Relationship..., Technical Writing, Microsoft Technologies, Presentations, Gap Analysis, Learning Management, Facilitation, Instructional Design, Solution Architecture, ADDY, Metrics Reporting, Curriculum Development, Differentiated..., Kirkpatrick, Leadership, Management
Education
The Ohio State University
Bachelor of Arts (B.A.), with Honors, Ethnic, Cultural Minority, Gender, and Group Studies, 3.97
College for Financial Planning 2006 — 2010
AAMS®, The Accredited Asset Management Specialist℠, Designation earned in 2007
Columbus State Community College
Associate of Arts (A.A.), 3.8
Columbus College of Art & Design 1982 — 1985
Fine Art and Design, College Prep: Saturday School Scholar
Current Company Confidential October 2013 - Present
BMO July 2010 - July 2012
Edward Jones March 2004 - June 2010
Lilly October 2002 - March 2004
Nokia February 2000 - September 2002
2Wire (Now PACE) February 1997 - February 2000
Compuserve Interactive July 1993 - January 1997
Skills
Project Management, Program Management, Performance Management, Enterprise Account..., Organizational..., New Business Development, Cross-functional Team..., Process Establishment, Process Improvement, Leadership Development, Web Project Management, SaaS, Technology Integration, Relationship Management, Agile & Waterfall..., Lean Thinking, Analysis, Sales Process, CRM, CRM Integration, CRM Databases, Salesforce.com, Cloud Applications, Vendor Relationship..., Technical Writing, Microsoft Technologies, Presentations, Gap Analysis, Learning Management, Facilitation, Instructional Design, Solution Architecture, ADDY, Metrics Reporting, Curriculum Development, Differentiated..., Kirkpatrick, Leadership, Management
Education
The Ohio State University
Bachelor of Arts (B.A.), with Honors, Ethnic, Cultural Minority, Gender, and Group Studies, 3.97
College for Financial Planning 2006 — 2010
AAMS®, The Accredited Asset Management Specialist℠, Designation earned in 2007
Columbus State Community College
Associate of Arts (A.A.), 3.8
Columbus College of Art & Design 1982 — 1985
Fine Art and Design, College Prep: Saturday School Scholar
Jim Fairweather's Edward Jones Experience 2003 - November 2010
Job Financial Consultant & Owner of Fairweather Financial
Industry Financial Services
Experience
Fairweather Financial November 2010 - Present
Sweetwater Hospital Association June 2007 - Present
Kiwanis Club of Sweetwater Tennessee July 2003 - Present
Peoples Bank of East Tennessee October 2011 - Present
Monroe County United Way April 2005 - April 2013
Monroe County Chamber of Commerce June 2007 - July 2011
Edward Jones 2003 - November 2010
Monroe County Habitat for Humanity March 2005 - February 2007
Dacco Transmission Parts Inc 1999 - January 2003
Fall Creek Falls State Park June 1997 - October 1998
Education
Tennessee Technological University 1997 — 2002
Bachelor's degree
College for Financial Planning 2005 — 2006
Accredited Asset Management Specialist
Fairweather Financial November 2010 - Present
Sweetwater Hospital Association June 2007 - Present
Kiwanis Club of Sweetwater Tennessee July 2003 - Present
Peoples Bank of East Tennessee October 2011 - Present
Monroe County United Way April 2005 - April 2013
Monroe County Chamber of Commerce June 2007 - July 2011
Edward Jones 2003 - November 2010
Monroe County Habitat for Humanity March 2005 - February 2007
Dacco Transmission Parts Inc 1999 - January 2003
Fall Creek Falls State Park June 1997 - October 1998
Education
Tennessee Technological University 1997 — 2002
Bachelor's degree
College for Financial Planning 2005 — 2006
Accredited Asset Management Specialist
Christine Fisk, AAMS Christine Fisk, AAMS's Edward Jones Experience 2002 - 2004
Job Senior Manager, Retirement Plan Advice Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Schwab Private Client Registered Investment Advisory, Inc. 2007 - 2012
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Skills
Series 7, Series 63, Series 9/10, Series 66, AAMS, Licensed Life & Health...
Education
College for Financial Planning
Accredited Asset Managment Specialist (AAMS)
New Mexico Highlands University
Master of Arts (M.A.), Education & Counseling, Summa Cum Laude
Pepperdine University
Bachelor of Arts (B.A.), Philosophy/Religion/Psychology
Charles Schwab 2013 - Present
Schwab Private Client Registered Investment Advisory, Inc. 2007 - 2012
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Skills
Series 7, Series 63, Series 9/10, Series 66, AAMS, Licensed Life & Health...
Education
College for Financial Planning
Accredited Asset Managment Specialist (AAMS)
New Mexico Highlands University
Master of Arts (M.A.), Education & Counseling, Summa Cum Laude
Pepperdine University
Bachelor of Arts (B.A.), Philosophy/Religion/Psychology
John Duffel's Edward Jones Experience March 2008 - December 2008
Job Product Manager at MidFirst Bank
Industry Banking
Experience
MidFirst Bank February 2015 - Present
Bank of America October 2011 - February 2015
JPMorgan Chase March 2009 - September 2011
Kaplan Test Prep and Admissions January 2008 - February 2010
Edward Jones March 2008 - December 2008
Pearson May 2007 - October 2007
Pearson December 2005 - December 2006
Vinton-Shellsburg Community School District July 2002 - August 2005
Clear Creek Amana High School May 2000 - July 2005
Vinton-Shellsburg Community Schools October 2002 - February 2005
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA
Coe College 1998 — 2002
B.A.
MidFirst Bank February 2015 - Present
Bank of America October 2011 - February 2015
JPMorgan Chase March 2009 - September 2011
Kaplan Test Prep and Admissions January 2008 - February 2010
Edward Jones March 2008 - December 2008
Pearson May 2007 - October 2007
Pearson December 2005 - December 2006
Vinton-Shellsburg Community School District July 2002 - August 2005
Clear Creek Amana High School May 2000 - July 2005
Vinton-Shellsburg Community Schools October 2002 - February 2005
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA
Coe College 1998 — 2002
B.A.
Elizabeth Uscinski's Edward Jones Experience March 2013 - May 2014
Job Investment Administrator at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank May 2014 - Present
Edward Jones March 2013 - May 2014
Summit Wealth Advisors, LLC June 2012 - October 2012
MB Financial Bank, N.A. February 2005 - June 2012
Standard Parking May 2004 - February 2005
Chicagoland Management & Realty / Mission Hills Management Center August 2002 - May 2004
Skills
Customer Service, Cash Management, Financial Advisory, Risk Management, Banking, Financial Analysis, Coaching, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Finance, Estate Planning, Strategic Financial..., Insurance, Retirement Planning, Investments, Education Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Harper College
Paralegal Certificate, Paralegal Studies
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Kennedy H.S.
MB Financial Bank May 2014 - Present
Edward Jones March 2013 - May 2014
Summit Wealth Advisors, LLC June 2012 - October 2012
MB Financial Bank, N.A. February 2005 - June 2012
Standard Parking May 2004 - February 2005
Chicagoland Management & Realty / Mission Hills Management Center August 2002 - May 2004
Skills
Customer Service, Cash Management, Financial Advisory, Risk Management, Banking, Financial Analysis, Coaching, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Finance, Estate Planning, Strategic Financial..., Insurance, Retirement Planning, Investments, Education Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Harper College
Paralegal Certificate, Paralegal Studies
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Kennedy H.S.
Chris Winkelmann's Edward Jones Experience February 2002 - September 2013
Job Bridgewater Asset Management, LLC
Industry Financial Services
Experience
Bridgewater Asset Management, LLC March 2014 - Present
Edward Jones February 2002 - September 2013
Huntleigh Securities August 1998 - February 2002
Huntleigh/Byrne Investment Advisors March 1998 - January 2002
Huntleigh/Byrne Investment Advisors March 1998 - January 2002
Longrow Insurance Agency May 1997 - March 1998
Saint Louis University 1996 - 1996
Skills
Investments, Personal Finance, Personal Financial..., Securities, Trading, Investment Advisory, Asset Allocation, Portfolio Management, Financial Planning, Asset Management, Wealth Management, Analysis, Research, Strategic Financial..., Investment Strategies, Finance
Education
College for Financial Planning 2014 — 2014
Graduate Certificate, Portfolio Management, 4.0
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Webster University 2005 — 2007
Master's of Business Administration (MBA), Business/Finance, with graduation honors
Saint Louis University 1994 — 1998
Honors Bachelor of Science in Business Administration, Finance, summa cum laude
Saint Louis University 1994 — 1998
Honors Bachelor of Arts, English, summa cum laude
St. Louis Priory School 1988 — 1994
Diploma (cum laude)
Bridgewater Asset Management, LLC March 2014 - Present
Edward Jones February 2002 - September 2013
Huntleigh Securities August 1998 - February 2002
Huntleigh/Byrne Investment Advisors March 1998 - January 2002
Huntleigh/Byrne Investment Advisors March 1998 - January 2002
Longrow Insurance Agency May 1997 - March 1998
Saint Louis University 1996 - 1996
Skills
Investments, Personal Finance, Personal Financial..., Securities, Trading, Investment Advisory, Asset Allocation, Portfolio Management, Financial Planning, Asset Management, Wealth Management, Analysis, Research, Strategic Financial..., Investment Strategies, Finance
Education
College for Financial Planning 2014 — 2014
Graduate Certificate, Portfolio Management, 4.0
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Webster University 2005 — 2007
Master's of Business Administration (MBA), Business/Finance, with graduation honors
Saint Louis University 1994 — 1998
Honors Bachelor of Science in Business Administration, Finance, summa cum laude
Saint Louis University 1994 — 1998
Honors Bachelor of Arts, English, summa cum laude
St. Louis Priory School 1988 — 1994
Diploma (cum laude)
Aimee Baehr's Edward Jones Experience April 2001 - May 2004
Job Senior Associate at Total Alignment Wealth Advisors, LLC
Industry Financial Services
Experience
Total Alignment Wealth Advisors, LLC January 2013 - Present
Self Employed March 2006 - December 2012
Raymond James Financial May 2004 - January 2006
Edward Jones April 2001 - May 2004
Skills
Investments, Finance, Retirement Planning, Customer Service, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investment Advisory, Securities, Financial Advisory, Wealth Management..., Financial Planners, Series 7, Series 63, Series 65, High Net Worth..., Wealth Accumulation
Education
College for Financial Planning 2012 — 2014
Certified Financial Planner, Financial Planning and Services
Rowan University 1997 — 2002
Bachelor of Arts, Economics
Total Alignment Wealth Advisors, LLC January 2013 - Present
Self Employed March 2006 - December 2012
Raymond James Financial May 2004 - January 2006
Edward Jones April 2001 - May 2004
Skills
Investments, Finance, Retirement Planning, Customer Service, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investment Advisory, Securities, Financial Advisory, Wealth Management..., Financial Planners, Series 7, Series 63, Series 65, High Net Worth..., Wealth Accumulation
Education
College for Financial Planning 2012 — 2014
Certified Financial Planner, Financial Planning and Services
Rowan University 1997 — 2002
Bachelor of Arts, Economics
Matt Oppedahl's Edward Jones Experience June 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2000 - Present
Spelling Entertainment Group Inc May 1996 - December 1999
The Walt Disney Company August 1995 - May 1996
Skills
Series 7, Series 63, Retirement Planning, Investments, Securities, Investment Advisory, Asset Allocation, Mutual Funds, Separately Managed..., Retirement, Fixed Annuities, 401k Rollovers, Asset Management, 401k, Insurance, IRAs, Saving for Education, 529 Plans, Roth IRA, Long-term Care, Variable Annuities, Bonds, High Net Worth..., Municipal Bonds, Simple IRA, SEP IRA, ETFs
Education
Coe College 1989 — 1993
Bachelor of Arts (BA), Accounting, Business Administration, History
Edward Jones June 2000 - Present
Spelling Entertainment Group Inc May 1996 - December 1999
The Walt Disney Company August 1995 - May 1996
Skills
Series 7, Series 63, Retirement Planning, Investments, Securities, Investment Advisory, Asset Allocation, Mutual Funds, Separately Managed..., Retirement, Fixed Annuities, 401k Rollovers, Asset Management, 401k, Insurance, IRAs, Saving for Education, 529 Plans, Roth IRA, Long-term Care, Variable Annuities, Bonds, High Net Worth..., Municipal Bonds, Simple IRA, SEP IRA, ETFs
Education
Coe College 1989 — 1993
Bachelor of Arts (BA), Accounting, Business Administration, History
Chris Wallen's Edward Jones Experience January 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Strategic Planning, Retirement, Portfolio Management, Financial Analysis
Education
College for Financial Planning 2003 — 2005
CFP
Florida State University - College of Business 1997 — 2000
Bachelor of Applied Science (BASc), Finance, General
Edward Jones January 2001 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Strategic Planning, Retirement, Portfolio Management, Financial Analysis
Education
College for Financial Planning 2003 — 2005
CFP
Florida State University - College of Business 1997 — 2000
Bachelor of Applied Science (BASc), Finance, General
Amy Greenway's Edward Jones Experience June 1999 - Present
Job Financial Advisor & Certified Financial Planner (R) at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1999 - Present
Morgan County High School August 1993 - August 1999
Education
Georgia College and State University 1989 — 1992
B.S., History, Education
College for Financial Planning
Certificate: Certified Financial Planning Coursework
Edward Jones June 1999 - Present
Morgan County High School August 1993 - August 1999
Education
Georgia College and State University 1989 — 1992
B.S., History, Education
College for Financial Planning
Certificate: Certified Financial Planning Coursework
Rodney Hall's Edward Jones Experience May 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Otis Elevator June 1990 - May 2006
Skills
Strategic Financial..., Retirement Planning, IRAs, Investments, Retirement
Education
College for Financial Planning 2010 — 2012
CFP, Financial Planning and Services
Purdue University - Krannert School of Management 1996 — 1998
Masters, Management
Oklahoma State University 1985 — 1990
Bachelors, Marketing
Edward Jones May 2006 - Present
Otis Elevator June 1990 - May 2006
Skills
Strategic Financial..., Retirement Planning, IRAs, Investments, Retirement
Education
College for Financial Planning 2010 — 2012
CFP, Financial Planning and Services
Purdue University - Krannert School of Management 1996 — 1998
Masters, Management
Oklahoma State University 1985 — 1990
Bachelors, Marketing
Christine Huffman's Edward Jones Experience 2009 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Beck Center for the Arts 2007 - Present
DBM 2008 - 2009
Star Metal Products October 2005 - May 2008
National City Bank 1999 - 2001
Charter One Bank (fka. Home Bank) 1994 - 1998
ka architecture 1987 - 1994
Skills
Recruiting, Employee Relations, Personnel Management, Training, Human Resources, Career Counseling, Payroll, Administration
Education
Cleveland State University 1982 — 1986
BA, Communications
Lakewood High School 1963 — 1965
Edward Jones 2009 - Present
Beck Center for the Arts 2007 - Present
DBM 2008 - 2009
Star Metal Products October 2005 - May 2008
National City Bank 1999 - 2001
Charter One Bank (fka. Home Bank) 1994 - 1998
ka architecture 1987 - 1994
Skills
Recruiting, Employee Relations, Personnel Management, Training, Human Resources, Career Counseling, Payroll, Administration
Education
Cleveland State University 1982 — 1986
BA, Communications
Lakewood High School 1963 — 1965
Dakota Cody Murphy's Edward Jones Experience 2009 - 2012
Job The Harmon Financial Group Wealth Management & Retirement Planning of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Financial Services, Inc. 2012 - August 2014
Edward Jones 2009 - 2012
Education
College for Financial Planning 2013 — 2016
Certified Financial Planner, Financial Planning
University of Colorado at Boulder
BA, Economics
Wells Fargo Advisors August 2014 - Present
UBS Financial Services, Inc. 2012 - August 2014
Edward Jones 2009 - 2012
Education
College for Financial Planning 2013 — 2016
Certified Financial Planner, Financial Planning
University of Colorado at Boulder
BA, Economics
Judith Campbell's Edward Jones Experience June 2015 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Mondelez International April 2013 - June 2015
Mondelēz International September 2011 - April 2013
Kraft Foods September 2010 - August 2011
Kraft Foods January 2010 - September 2010
Pendleton Cafe and Coffees Company January 2006 - September 2009
Skills
Spanish, Photography, Travel, Consumer Products, Sales, Sales Operations, Strategic Planning, Retail
Education
Clemson University - College of Business and Behavioral Science 2006 — 2009
B.S., Marketing
Edward Jones June 2015 - Present
Mondelez International April 2013 - June 2015
Mondelēz International September 2011 - April 2013
Kraft Foods September 2010 - August 2011
Kraft Foods January 2010 - September 2010
Pendleton Cafe and Coffees Company January 2006 - September 2009
Skills
Spanish, Photography, Travel, Consumer Products, Sales, Sales Operations, Strategic Planning, Retail
Education
Clemson University - College of Business and Behavioral Science 2006 — 2009
B.S., Marketing
Angie Wingo Juenemann's Edward Jones Experience July 2005 - Present
Job Financial Advisor / Edward Jones Investments
Industry Investment Management
Experience
Edward Jones July 2005 - Present
Citi October 1988 - July 2004
Rauscher Pierce Refsnes March 1985 - October 1988
Skills
Estate Planning, Series 7, Investment Strategies, Investments, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Investment Management, Retirement, 401k, Fixed Income, Comprehensive Wealth..., Securities, Investment Advisory, Separately Managed..., Wealth, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Long-term Care, Personal Finance, series 66
Education
College for Financial Planning
AAMS, Asset management
The University of Dallas
Medicine
Edward Jones July 2005 - Present
Citi October 1988 - July 2004
Rauscher Pierce Refsnes March 1985 - October 1988
Skills
Estate Planning, Series 7, Investment Strategies, Investments, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Investment Management, Retirement, 401k, Fixed Income, Comprehensive Wealth..., Securities, Investment Advisory, Separately Managed..., Wealth, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Long-term Care, Personal Finance, series 66
Education
College for Financial Planning
AAMS, Asset management
The University of Dallas
Medicine
S. Kim DeVoss CFP®'s Edward Jones Experience November 2009 - November 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Edward Jones November 2009 - November 2013
Dreyfus April 2007 - July 2011
Kemper Investments 1999 - 2006
Valley bank/bank One 1995 - 2001
Skills
Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Finance, Asset Allocation, Separately Managed..., Investments, ETFs, Investment Strategies, Securities, 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement Plan..., Retirement Savings, Risk Management, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 1986 — 1987
CFP, certified financial planning
University of Minnesota-Duluth 1976 — 1981
BBA, Business, Finance and Accounting
Wells Fargo Advisors November 2013 - Present
Edward Jones November 2009 - November 2013
Dreyfus April 2007 - July 2011
Kemper Investments 1999 - 2006
Valley bank/bank One 1995 - 2001
Skills
Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Finance, Asset Allocation, Separately Managed..., Investments, ETFs, Investment Strategies, Securities, 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement Plan..., Retirement Savings, Risk Management, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 1986 — 1987
CFP, certified financial planning
University of Minnesota-Duluth 1976 — 1981
BBA, Business, Finance and Accounting
Steele David's Edward Jones Experience July 1991 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1991 - Present
NCNB Texas National Bank (now Bank of America) 1989 - 1991
Uncle Bens Rice 1986 - 1989
Pinkerton Tobacco 1984 - 1988
Brown & Williamson Tobacco May 1978 - January 1983
Skills
Retirement Planning, Marketing, Estate Planning, Finance, Pensions, Asset Allocation, Wealth Management..., Wealth Management, Mutual Funds, Investments, Customer Service, Advertising, 401k, Product Development
Education
Duke University - The Fuqua School of Business 1976 — 1978
MBA
Clemson University 1972 — 1976
BA, Economics
Edward Jones July 1991 - Present
NCNB Texas National Bank (now Bank of America) 1989 - 1991
Uncle Bens Rice 1986 - 1989
Pinkerton Tobacco 1984 - 1988
Brown & Williamson Tobacco May 1978 - January 1983
Skills
Retirement Planning, Marketing, Estate Planning, Finance, Pensions, Asset Allocation, Wealth Management..., Wealth Management, Mutual Funds, Investments, Customer Service, Advertising, 401k, Product Development
Education
Duke University - The Fuqua School of Business 1976 — 1978
MBA
Clemson University 1972 — 1976
BA, Economics
David Mitchell, CFP®'s Edward Jones Experience 2002 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones 2002 - Present
Skills
Retirement Planning, Investment Management, Risk Management, Asset Allocation
Education
College for Financial Planning 2010 — 2011
CFP Education Program
North Carolina State University
Bachelor of Science (BS), Mechanical Engineering
Edward Jones 2002 - Present
Skills
Retirement Planning, Investment Management, Risk Management, Asset Allocation
Education
College for Financial Planning 2010 — 2011
CFP Education Program
North Carolina State University
Bachelor of Science (BS), Mechanical Engineering
Jerry Younge's Edward Jones Experience June 2002 - December 2011
Job Investment Counselor at BB&T Investment Services, Inc
Industry Financial Services
Experience
BB&T Investment Services, Inc December 2011 - Present
Edward Jones June 2002 - December 2011
STERIS Corporation August 1990 - October 2001
US Navy August 1984 - August 1990
Skills
Strategic Financial..., Uniform Combined State..., Portfolio Management, Insurance, Financial Analysis, Series 7, Retirement Planning, Retirement, Risk Management, Fixed Annuities, Wealth Management, 401k, Mutual Funds, Investment Advisory, Series 63
Education
College for Financial Planning 2010 — 2011
Accredited Asset Management Specialist, Financial Planning and Services
Naval Nuclear Engineering School
State University of New York College at Oswego
Electrical Engineering
BB&T Investment Services, Inc December 2011 - Present
Edward Jones June 2002 - December 2011
STERIS Corporation August 1990 - October 2001
US Navy August 1984 - August 1990
Skills
Strategic Financial..., Uniform Combined State..., Portfolio Management, Insurance, Financial Analysis, Series 7, Retirement Planning, Retirement, Risk Management, Fixed Annuities, Wealth Management, 401k, Mutual Funds, Investment Advisory, Series 63
Education
College for Financial Planning 2010 — 2011
Accredited Asset Management Specialist, Financial Planning and Services
Naval Nuclear Engineering School
State University of New York College at Oswego
Electrical Engineering
Lora Vallely's Edward Jones Experience January 2005 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
CASA of the Fifth Judicial Circuit, Inc January 2009 - March 2010
Edward Jones January 2005 - October 2008
Chase Bank/Banc One Securities Corp April 1979 - January 2005
Skills
Strategic Financial..., Training, Employee Benefits, Insurance, Investments, Estate Planning, Management, Risk Management, Banking, Financial Services, Finance, Recruiting, Accounting, Strategic Planning
Education
College for Financial Planning 2006 — 2007
Certificate, Financial Planning
The American CollegeBryn
CASA of the Fifth Judicial Circuit, Inc January 2009 - March 2010
Edward Jones January 2005 - October 2008
Chase Bank/Banc One Securities Corp April 1979 - January 2005
Skills
Strategic Financial..., Training, Employee Benefits, Insurance, Investments, Estate Planning, Management, Risk Management, Banking, Financial Services, Finance, Recruiting, Accounting, Strategic Planning
Education
College for Financial Planning 2006 — 2007
Certificate, Financial Planning
The American CollegeBryn
Eli Djukic's Edward Jones Experience June 2009 - April 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2013 - Present
Edward Jones June 2009 - April 2013
Univar 1995 - 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Equities
Education
Cleveland State University 1990 — 1995
BA, Communication
Parma Sr High
PNC Investments April 2013 - Present
Edward Jones June 2009 - April 2013
Univar 1995 - 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Equities
Education
Cleveland State University 1990 — 1995
BA, Communication
Parma Sr High
Jim Atkinson CFP®AIF®'s Edward Jones Experience November 1996 - October 2011
Job Managing Director at Columbus Capital
Industry Financial Services
Experience
Columbus Capital October 2011 - Present
Edward Jones November 1996 - October 2011
Governors Office of Economic Development May 1990 - October 1996
Chemical Bank January 1986 - March 1990
Skills
Retirement Planning, Estate Planning, Investment Advisory, Retirement, Securities, Investments, Financial Advisory, Tax, Finance, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial..., Wealth, Series 63
Education
College for Financial Planning 2006 — 2012
Master of Science (M.S.), Personal Financial Planning
The Ohio State University 1980 — 1985
BS, Agriculture
Newark Senior High School
Columbus Capital October 2011 - Present
Edward Jones November 1996 - October 2011
Governors Office of Economic Development May 1990 - October 1996
Chemical Bank January 1986 - March 1990
Skills
Retirement Planning, Estate Planning, Investment Advisory, Retirement, Securities, Investments, Financial Advisory, Tax, Finance, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial..., Wealth, Series 63
Education
College for Financial Planning 2006 — 2012
Master of Science (M.S.), Personal Financial Planning
The Ohio State University 1980 — 1985
BS, Agriculture
Newark Senior High School
Aaron Pierce, CFP®'s Edward Jones Experience 2008 - April 2013
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
Network of Giving Inc. January 2006 - May 2013
Edward Jones 2008 - April 2013
Open Tech Inc. January 2004 - June 2008
Great Commission Ministries July 2005 - December 2006
Skills
Investments, Retirement Planning, Insurance, Public Speaking, Life Insurance, Securities, Team Leadership, Saving for Education
Education
College for Financial Planning 2011 — 2012
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2005
Bachelor of Science (BS), Marketing/Marketing Management, General
Rappahannock Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Wells Fargo Advisors, LLC May 2013 - Present
Network of Giving Inc. January 2006 - May 2013
Edward Jones 2008 - April 2013
Open Tech Inc. January 2004 - June 2008
Great Commission Ministries July 2005 - December 2006
Skills
Investments, Retirement Planning, Insurance, Public Speaking, Life Insurance, Securities, Team Leadership, Saving for Education
Education
College for Financial Planning 2011 — 2012
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2005
Bachelor of Science (BS), Marketing/Marketing Management, General
Rappahannock Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Mathew Pallotta's Edward Jones Experience May 2005 - September 2006
Job at
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Hollie Taylor's Edward Jones Experience 1996 - 2002
Job Financial Advisor
Industry Investment Management
Experience
T. Rowe Price August 2007 - March 2013
R. W. Wilson Home Corp. April 2006 - July 2007
Clayton Holdings October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America February 2003 - October 2005
Raymond James Financial Services February 2002 - February 2003
Edward Jones 1996 - 2002
Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending
Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed
Eckerd College
B. A., Business Management, Global Business Concentration
University of Tampa 2008 — 2011
Accounting Courses
T. Rowe Price August 2007 - March 2013
R. W. Wilson Home Corp. April 2006 - July 2007
Clayton Holdings October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America February 2003 - October 2005
Raymond James Financial Services February 2002 - February 2003
Edward Jones 1996 - 2002
Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending
Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed
Eckerd College
B. A., Business Management, Global Business Concentration
University of Tampa 2008 — 2011
Accounting Courses
Sandy Yow's Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones
Industry Military
Experience
Edward Jones September 2011 - Present
Edward Jones September 2011 - Present
North Carolina Air National Guard January 1994 - January 2014
Kannapolis, NC December 1998 - December 2006
Skills
Leadership, Military, Investments, Security Clearance, Public Speaking, Organizational..., Wealth Management, Program Management, Strategic Planning, DoD, Research, Equities, Mutual Funds, Stocks, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor
Southwestern Baptist Theological Seminary 1985 — 1987
Master of Divinity (M.Div.), Theology/Theological Studies
University of North Carolina at Charlotte 1979 — 1981
BA, Religion
Edward Jones September 2011 - Present
Edward Jones September 2011 - Present
North Carolina Air National Guard January 1994 - January 2014
Kannapolis, NC December 1998 - December 2006
Skills
Leadership, Military, Investments, Security Clearance, Public Speaking, Organizational..., Wealth Management, Program Management, Strategic Planning, DoD, Research, Equities, Mutual Funds, Stocks, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor
Southwestern Baptist Theological Seminary 1985 — 1987
Master of Divinity (M.Div.), Theology/Theological Studies
University of North Carolina at Charlotte 1979 — 1981
BA, Religion
Donald (DJ) Windle III, CFP®'s Edward Jones Experience August 2008 - March 2014
Job Founder/Wealth Manager at Windle Wealth
Industry Financial Services
Experience
Windle Wealth March 2014 - Present
Edward Jones August 2008 - March 2014
Skills
Retirement Planning, Mutual Funds, Retirement, Wealth Accumulation, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Portfolio Management, Investment Advisory, Financial Advisory, IRAs, Investment Strategies, Asset Allocation
Education
CFA Institute
Chartered Financial Analyst Candadite
College for Financial Planning 2010 — 2011
Certified Financial Planning Course
Southern Nazarene University 2007 — 2009
Master's, Business Administration
University of Oklahoma 2003 — 2007
Bachelor's, Psychology
Okeene High School 1997 — 2001
High School Diploma
Windle Wealth March 2014 - Present
Edward Jones August 2008 - March 2014
Skills
Retirement Planning, Mutual Funds, Retirement, Wealth Accumulation, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Portfolio Management, Investment Advisory, Financial Advisory, IRAs, Investment Strategies, Asset Allocation
Education
CFA Institute
Chartered Financial Analyst Candadite
College for Financial Planning 2010 — 2011
Certified Financial Planning Course
Southern Nazarene University 2007 — 2009
Master's, Business Administration
University of Oklahoma 2003 — 2007
Bachelor's, Psychology
Okeene High School 1997 — 2001
High School Diploma
Eric Bravo's Edward Jones Experience October 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2007 - Present
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist
University of California, Santa Barbara 2002 — 2006
Bachelor of Science, Financial Mathematics and Statistics
Edward Jones October 2007 - Present
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist
University of California, Santa Barbara 2002 — 2006
Bachelor of Science, Financial Mathematics and Statistics
Doug Andersen, AAMS's Edward Jones Experience November 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1994 - Present
Skills
Retirement Plan..., IRAs, Mutual Funds, Wealth Management, Financial Strategies, Education Savings
Education
The University of North Dakota 1988 — 1992
BBA, Business Administration
College for Financial Planning
AAMS
Edward Jones November 1994 - Present
Skills
Retirement Plan..., IRAs, Mutual Funds, Wealth Management, Financial Strategies, Education Savings
Education
The University of North Dakota 1988 — 1992
BBA, Business Administration
College for Financial Planning
AAMS
Donna Sanfilippo's Edward Jones Experience September 2011 - January 2014
Job Financial Advisor Professional
Industry Financial Services
Experience
Edward Jones September 2011 - January 2014
A.G. Edwards & Sons, Inc. September 1990 - November 2009
E.F. Hutton/ Shearson Lehman January 1985 - September 1990
Skills
Financial Planner, Investment Products, Retirement Accounts, Retirement Planning, Saving for Education, Series 7, 401k Rollovers, Investment Advisory, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies, Strategic Financial...
Education
College for Financial Planning 1987 — 1989
Financial Planning
Edward Jones September 2011 - January 2014
A.G. Edwards & Sons, Inc. September 1990 - November 2009
E.F. Hutton/ Shearson Lehman January 1985 - September 1990
Skills
Financial Planner, Investment Products, Retirement Accounts, Retirement Planning, Saving for Education, Series 7, 401k Rollovers, Investment Advisory, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies, Strategic Financial...
Education
College for Financial Planning 1987 — 1989
Financial Planning
Constance Sinclair's Edward Jones Experience June 2015 - Present
Job Retirement Consultant
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Barnes & Noble October 2008 - Present
Skills
Editing, Marketing Strategy, Marketing Communications, Teaching, Series 7, Books, History, Customer Service, Sales, Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Series 63, Relationship Management, Financial Services
Education
College for Financial Planning 2013 — 2013
CMFC Chartered Mutual Fund Counselor
The American College 2004 — 2009
Master of Science (MS), Financial Services
College for Financial Planning 2008 — 2008
A.A.M.S., Asset Management
College for Financial Planning 2007 — 2007
C.R.P.S., Retirement Planning
University of Missouri-Saint Louis 1975 — 1980
History
University of Missouri-Saint Louis 1972 — 1974
Certificate in Secondary Education, Education
St. Louis Community College 2010 — 2013
Archaeology
St. Louis University 1968 — 1972
B.A., Political Science
Edward Jones June 2015 - Present
Barnes & Noble October 2008 - Present
Skills
Editing, Marketing Strategy, Marketing Communications, Teaching, Series 7, Books, History, Customer Service, Sales, Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Series 63, Relationship Management, Financial Services
Education
College for Financial Planning 2013 — 2013
CMFC Chartered Mutual Fund Counselor
The American College 2004 — 2009
Master of Science (MS), Financial Services
College for Financial Planning 2008 — 2008
A.A.M.S., Asset Management
College for Financial Planning 2007 — 2007
C.R.P.S., Retirement Planning
University of Missouri-Saint Louis 1975 — 1980
History
University of Missouri-Saint Louis 1972 — 1974
Certificate in Secondary Education, Education
St. Louis Community College 2010 — 2013
Archaeology
St. Louis University 1968 — 1972
B.A., Political Science
Brian Brown, CFP®'s Edward Jones Experience April 2004 - April 2008
Job Independent Financial Advisor
Industry Financial Services
Experience
PlanVest July 2014 - Present
First National Wealth Management April 2008 - June 2014
FPA - Financial Planning Association 2011 - 2014
Edward Jones April 2004 - April 2008
Washington County Bank January 2003 - April 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Business Development, Wealth, Finance, Income Protection, Income Tax, Life Transitions, Retirement Planning, Investment Advisory..., Asset Management, Certified Financial..., Investment Management
Education
College for Financial Planning 2009 — 2012
CFP, Certified Financial Planner
Cannon Financial Institute 2010 — 2010
CWS, Certified Wealth Strategist
College for Financial Planning 2009 — 2009
AAMS, Accredited Asset Management Specialist
Northwestern College 1998 — 2002
BA, Business Administration
Blair High
PlanVest July 2014 - Present
First National Wealth Management April 2008 - June 2014
FPA - Financial Planning Association 2011 - 2014
Edward Jones April 2004 - April 2008
Washington County Bank January 2003 - April 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Business Development, Wealth, Finance, Income Protection, Income Tax, Life Transitions, Retirement Planning, Investment Advisory..., Asset Management, Certified Financial..., Investment Management
Education
College for Financial Planning 2009 — 2012
CFP, Certified Financial Planner
Cannon Financial Institute 2010 — 2010
CWS, Certified Wealth Strategist
College for Financial Planning 2009 — 2009
AAMS, Accredited Asset Management Specialist
Northwestern College 1998 — 2002
BA, Business Administration
Blair High
Douglas Turnbough's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2005 - Present
Professional Travel Service, Inc. June 1990 - May 2003
Skills
AAMS, CFP
Education
College for Financial Planning 2013 — 2015
Master’s Degree, Financial Analysis (2nd Master's from CFFP)
College for Financial Planning 2011 — 2013
MS, Personal Financial Planning
University of Missouri-Columbia 1975 — 1981
Business - Economics and Finance
Edward Jones January 2005 - Present
Professional Travel Service, Inc. June 1990 - May 2003
Skills
AAMS, CFP
Education
College for Financial Planning 2013 — 2015
Master’s Degree, Financial Analysis (2nd Master's from CFFP)
College for Financial Planning 2011 — 2013
MS, Personal Financial Planning
University of Missouri-Columbia 1975 — 1981
Business - Economics and Finance
Cindy (Casto) Rose's Edward Jones Experience August 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1998 - Present
Pure Progress Of Colorado March 1993 - June 1998
Skills
Series 7, Retirement, Investments, IRAs, Securities, Life Insurance, Variable Annuities, Strategic Planning, Retirement Planning, Wealth Management, Microsoft Excel, Mutual Funds
Education
College for Financial Planning 2006 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Edward Jones August 1998 - Present
Pure Progress Of Colorado March 1993 - June 1998
Skills
Series 7, Retirement, Investments, IRAs, Securities, Life Insurance, Variable Annuities, Strategic Planning, Retirement Planning, Wealth Management, Microsoft Excel, Mutual Funds
Education
College for Financial Planning 2006 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Michelle Cumbie's Edward Jones Experience April 2006 - Present
Job Sr BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
SunCom Wireless September 1994 - February 1999
Education
Horry-Georgetown Technical College 2009 — 2013
Criminal Justice
Coastal Carolina University 1987 — 1991
Accounting
Edward Jones April 2006 - Present
SunCom Wireless September 1994 - February 1999
Education
Horry-Georgetown Technical College 2009 — 2013
Criminal Justice
Coastal Carolina University 1987 — 1991
Accounting
Becky Recchia's Edward Jones Experience October 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Education
Cleveland State Community College 1987 — 1989
Edward Jones October 2010 - Present
Education
Cleveland State Community College 1987 — 1989
Tammy (Work) Paquette's Edward Jones Experience March 2005 - April 2012
Job Financial Advisor at Arizona State Credit Union
Industry Financial Services
Experience
Arizona State Credit Union April 2012 - Present
Edward Jones March 2005 - April 2012
Sargent Controls & Aerospace January 2000 - December 2005
Skills
Strategic Financial..., Financial Services, Management Contracts, Program Management, Government Contracting, Procurement, Banking, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Portfolio Management, Retail Banking
Education
University of Phoenix 1999 — 2001
Bachelor's Degree, Business Administration and Management, General
Cochise College 1991 — 1993
Associate's Degree, Sports Medicine
Arizona State Credit Union April 2012 - Present
Edward Jones March 2005 - April 2012
Sargent Controls & Aerospace January 2000 - December 2005
Skills
Strategic Financial..., Financial Services, Management Contracts, Program Management, Government Contracting, Procurement, Banking, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Portfolio Management, Retail Banking
Education
University of Phoenix 1999 — 2001
Bachelor's Degree, Business Administration and Management, General
Cochise College 1991 — 1993
Associate's Degree, Sports Medicine
Maradith Molstad's Edward Jones Experience May 1993 - Present
Job Sr BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones May 1993 - Present
Education
Colby Community College 1979 — 1981
Art History
Fort Hays State University
"Art History
Edward Jones May 1993 - Present
Education
Colby Community College 1979 — 1981
Art History
Fort Hays State University
"Art History
Buff Highland's Edward Jones Experience 1984 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1984 - Present
Education
Coe College 1964 — 1968
Bachelor's degree, Physical Ed and science
Benson high 1960 — 1964
Edward Jones 1984 - Present
Education
Coe College 1964 — 1968
Bachelor's degree, Physical Ed and science
Benson high 1960 — 1964
Laura Bartosh's Edward Jones Experience October 2013 - Present
Job Training & Development/Human Resources Assistant at Education First Federal Credit Union
Industry Financial Services
Experience
Education First Federal Credit Union October 2014 - Present
Edward Jones October 2013 - Present
Education First Federal Credit Union October 2013 - October 2014
Education
Liberty University 2013 — 2016
Bachelor’s Degree, Psychology, 4.0
Coastal Carolina Community College
Associate’s Degree
Cuna Mutual - CML
Cuna Mutual - CML
Education First Federal Credit Union October 2014 - Present
Edward Jones October 2013 - Present
Education First Federal Credit Union October 2013 - October 2014
Education
Liberty University 2013 — 2016
Bachelor’s Degree, Psychology, 4.0
Coastal Carolina Community College
Associate’s Degree
Cuna Mutual - CML
Cuna Mutual - CML
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation