John Lackman

Advisor at Edward Jones

Updated today

Location

Hermann, MO 65041

Credentials

Series 66

Industry experience

2 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Location

231 East 1 St Street

Hermann, MO 65041

Most active in

Missouri · Texas

Work history

Edward Jones

2023 - Present (3 years)

Melton Machine & Control Company

2014 - 2023 (9 years)

Disclosures

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

Business activities & affiliations

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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management
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James S

Series 63, Series 65

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining &Partners in 2024, he spent 25 years at Edward D. Jones & Co., L.P. In addition to his advisory work, he manages a farm in Gerald, MO, which includes leasing land for hunting and crop production. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive

Danielle D

Series 66

Warrenton, MO

Edward Jones

General retirement planning Wealth management

Glenda B

Series 63, Series 66

Warrenton, MO

Edward Jones

user avatar

Donald R

Series 63, Series 66

New Haven, MO

Edward Jones

user avatar

Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

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