Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
$300M Financial Advisor Julie Wise Returns with a Passion for Improving Lives
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Edward Jones is pleased to welcome the return of Financial Advisor Julie Wise to the firm. With more than 11 years of experience in the financial industry, three being from her past role at Edward Jones, Wise will continue to serve clients with comprehensive planning and advice in Winchester, Virginia.
Wise, who previously was on a team that managed more than $300 million in client assets, will utilize Edward Jones’ digital initiatives and virtual business enablement tools to help support clients.
“Edward Jones’ continued dedication to improving the lives of its clients is something I’m very passionate about.”
Julie Wise, Financial Advisor
“Edward Jones is where I found a real passion for the investment and financial services industry more than a decade ago,” said Wise. “I’m impressed with the firm’s robust tools and resources, and, as always, Edward Jones’ continued dedication to improving the lives of its clients – something I’m very passionate about. I’m excited to come back ‘home’ to Edward Jones where it all began.”
Wise’s focus will be on delivering comprehensive financial strategies to clients by developing strategies to help them achieve their goals. Her efforts will be complemented by Edward Jones’ commitment to technology and innovation, as well as the firm’s focus on providing financial advisors cutting-edge resources that enable financial advisors’ greater flexibility and growth opportunity.
Previously, Wise served as a Financial Advisor at Wells Fargo Advisors for more than eight years. Prior to that, she began her career in financial services as a Branch Office Administrator at Edward Jones after spending more than 20 years in the real estate and mortgage industries.
Wise will be joined by Branch Office Administrators Karis Holnagel Frey and Denise Orsino, who together have spent more than 14 years with the firm. Additionally, Edward Jones has thousands of people and advanced technology supporting Wise’s efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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$167M Financial Advisor Jon Murdock Returns for to Focus on Retirement Planning
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Edward Jones is pleased to welcome Financial Advisor Jon Murdock, who is rejoining the firm. With nearly a decade of industry experience, Murdock, who began his career as a Financial Advisor at Edward Jones in 2015, will focus on providing comprehensive retirement plan services for small and mid-sized companies in the Seattle area.
Murdock, who previously managed more than $167 million in client assets, will utilize Edward Jones’ resources to deeply serve the needs of individuals and business owners to help them focus on their long-term financial goals. He will access the firm’s technology infrastructure, digital initiatives and virtual business enablement tools to help support his clients’ retirement needs.
“Edward Jones has expansive tools and resources available that will enable me to help plan sponsors and company employees work toward their retirement goals.”
Jon Murdock, Financial Advisor
“I’m thrilled to be returning to Edward Jones,” said Murdock. “With my focus on retirement plans, I am excited to continue my work with businesses. Edward Jones has expansive tools and resources available that will enable me to help plan sponsors and company employees work toward their retirement goals.”
Murdock’s focus will be on delivering comprehensive financial strategies and retirement planning to small and mid-sized businesses. His efforts will be complemented by Edward Jones’ dedication to enhancing its long-term growth objectives and commitment to serve clients more completely through deep personal relationships and comprehensive advice and guidance.
Previously, Murdock served as Director of Retirement Plan Services at Hohimer Wealth Management. Prior to that, he was a Financial Advisor at Edward Jones for over seven years, advising clients on retirement solutions. Murdock retired from the United States Navy after 20 years of service. He is an Operation Desert Storm and Operation Enduring Freedom/Operation Iraqi Freedom veteran. Murdock also holds a position at the Navy League of the United States, serving as the Vice President of the Tacoma Council for the past decade. Murdock received an MBA from the University of Phoenix, a Master of Arts in Education from Argosy University, and a Bachelor of Science degree from Excelsior University. He also holds his Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™) and Chartered Retirement Plans Specialist™ (CRPS™) certifications.
Murdock will be joined by branch office administrator, Teresa Otto and branch support assistant, Kella Cragar. Additionally, Edward Jones has thousands of people and advanced technology supporting his efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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$289M Financial Advisor Andrew Furste Joins Seeking Top-Notch Resources to Serve Clients
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Edward Jones is pleased to welcome experienced Financial Advisor Andrew Furste to the firm. With over 15 years of industry experience gained from providing estate, wealth management and retirement planning strategies to families, Furste has become a trusted resource for clients in Albuquerque.
Furste, who previously managed more than $289 million in client assets, looks forward to utilizing Edward Jones’ technology capabilities and home office support to provide financial solutions to his clients.
“Edward Jones stood out because of its focus on partnering with financial advisors to provide top-notch resources to serve our clients more completely,” said Furste. “From their digital initiatives to virtual business enablement tools, I’m excited for the access I’ll have to the tools that will strengthen my practice and ability to serve clients.”
“Edward Jones stood out because of its focus on partnering with financial advisors to provide top-notch resources to serve our clients more completely.”
Andrew Furste, Financial Advisor
Furste’s focus will be on delivering comprehensive financial strategies to clients and addressing how his clients can plan for their various goals and different life stages. His efforts will be complemented by Edward Jones’ purpose to help improve the lives of its clients, colleagues and communities.
Previously, Furste worked at Charles Schwab for nearly 14 years where he advised clients on a broad range of financial topics. Before joining the financial services industry, he served in the U.S. military. He received a bachelor’s degree from Purdue University.
Andrew will be joined by branch office administrator, Judy Bruner. Additionally, Edward Jones has thousands of people and advanced technology supporting Furste’s efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Notable Financial Advisor Hire:
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$375M Financial Advisor Warren Anderson Joins for Tailored Support and Access to Tech
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Edward Jones is pleased to welcome experienced Financial Advisor Warren Anderson, CFP® to the firm. With 25 years of industry experience gained from providing financial planning, wealth management and retirement planning solutions, Anderson will serve clients in Littleton, CO, more completely through deep personal relationships and comprehensive financial advice.
Anderson, who previously managed $375 million in client assets, looks forward to leveraging Edward Jones’ digital initiatives and virtual business enablement tools to help support and guide clients toward their financial goals based on their unique priorities.
“I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship.”
Warren Anderson, Financial Advisor
“Edward Jones has an impactful, two-pronged support system for its financial advisors: I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship,” said Anderson. “I’m impressed by Edward Jones’ $1 billion investment in technology infrastructure as it continues to provide flexibility, autonomy and choice by providing its financial advisors resources to support their clients.”
Anderson’s focus will be on delivering comprehensive financial strategies to clients, specifically helping clients prepare for retirement and other goals, as well as helping retirees to optimize their retirement funding strategy. His efforts will be complemented by Edward Jones’ dedication to enhancing its long-term growth objectives and purpose to improve the lives of its clients, colleagues and communities.
Previously, Anderson served as Wealth Advisor at Charles Schwab, working with retail investors. Prior to that, Anderson was a financial consultant at Schwab, advising clients on a broad range of financial issues. He received a bachelor’s degree in international affairs from the University of Colorado-Boulder.
Anderson will be joined by Senior Branch Office Administrator Debbie West and thousands of Edward Jones colleagues, supporting his efforts from home office locations across the country.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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More Notable Hires
$230 Million Financial Advisor Joins Edward Jones Seeking Autonomy and Dedicated Support
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