Adam Lawler
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Warrenton, MO 63383-1375
Credentials
Series 66
Industry experience
4 years
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
Wealth management
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2021 - Present (5 years)
Missouri Farm Bureau Insurance
2019 - 2021 (2 years)
Old Dominion Freight Lines
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Danielle D
Series 66
Warrenton, MO
Edward Jones
Eric K
Series 63, Series 66
Foristell, MO
Fidelity
Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.
Sara L
Series 66
Moscow Mills, MO
Edward Jones
Donna W
Series 63, Series 66
Wentzville, MO
Edward Jones
Nicholas W
CFP®, Series 66
Foristell, MO
Edward Jones
Michael B
Series 66
Wright City, MO
Edward Jones
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