Amy Hotovec

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Milford, IA 51351

Credentials

Series 66

Industry experience

5 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2020 - Present (6 years)

Nautical Okoboji LLC

2017 - 2020 (3 years)

Edward Jones

2008 - 2020 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon M

ChFC®, Series 66

Milford, IA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Planning for children with special needs Military & Veterans Founder/Business Owner

Mark W

Series 66

Spencer, IA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner

Jeffrey E

Series 63, Series 65

Sioux Falls, SD

Merrill

Jeffrey Edman serves as Senior Resident Director in the Sioux Falls, South Dakota office of Merrill, a role he has held since 1998. He has been a Financial Advisor with Merrill since 1996 and has over 30 years of experience in the financial services industry. Jeff focuses on delivering comprehensive wealth management solutions that help clients achieve their financial goals at all stages of life, from college education planning to retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a broad range of Merrill model portfolios and third-party investment options. Jeff holds a Bachelor of Arts degree in Business Management from the University of South Dakota. He also maintains Series 7, Series 9, Series 10, and Series 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His professional recognition includes being named to Barron's "Top 1,000 Financial Advisors" list in 2010 and 2011, as well as being part of The Edman Group, which was included in the 2023 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional activities, Jeff’s personal interests include basketball, boating, football, golfing, hunting, reading, skiing, swimming, traveling, and spending time with his family.

General retirement planning Retirement income strategy Wealth management Active portfolio management Business ownership considerations
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Lance E

Series 63, Series 66

Spirit Lake, IA

Northwest Wealth Management, LLC

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Bryson D

CFP®, Series 65

Spirit Lake, IA

Northwest Wealth Management, LLC

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Walter W

Series 63, Series 65

Spirit Lake, IA

Advisor Share Wealth Management, LLC

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