Jena Cox Backes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Big Lake, MN

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management

Work history

Edward Jones

2019 - Present (7 years)

City of Becker- Becker Community Center

2018 - Present (8 years)

Ymca

2017 - Present (9 years)

Nix Bar & Grill

2015 - 2017 (2 years)

Scheideman Chiropractic

2014 - 2019 (5 years)

Young Living

2010 - Present (16 years)

City of Becker- Becker Fire Department

2002 - Present (24 years)

Disclosures

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

Business activities & affiliations

Nicole E

CFP®, Series 66

Buffalo, MN

Fidelity

Nicole Elmquist serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In her role, Nicole focuses on connecting with clients to understand their priorities and collaboratively defining goals and personalized strategies to achieve financial success. She utilizes Fidelity's planning tools and resources to create individualized financial plans that align with clients' values. Nicole holds a California Insurance License, supporting her work in financial consulting. Her experience spans multiple aspects of client financial planning and relationship management within Fidelity Investments.

Wealth management Financial Professional

Derek L

Series 66

Buffalo, MN

Edward Jones

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

Lisa M

Series 66

Otsego, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Military & Veterans

Cole D

Series 66

Otsego, MN

Edward Jones

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

Mitchell B

Series 63, Series 66

Hanover, MN

Fidelity

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Wealth management

Kent L

Series 63, Series 66

Elk River, MN

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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