Tonya Ruf
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
Shelbyville, IN 46176-1934
Credentials
Series 66
Industry experience
2 years
Expertise
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Work history
Edward Jones
2025 - Present (1 year)
Edward Jones
2024 - 2025 (1 year)
Edward Jones
2016 - 2024 (8 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.
Joni D
CFP®, Series 66
Batesville, IN
Edward Jones
David G
Series 66
Greensburg, IN
Edward Jones
Morgan D
CFP®, Series 66
Greensburg, IN
Edward Jones
Yvonne D
CFP®, Series 63, Series 66
Indianapolis, IN
Fidelity
Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.
James S
Series 66
Saint Paul, IN
Stifel Independent Advisors, LLC
Colt R
CFP®, Series 63, Series 65
Overland Park, KS
Prime Capital Financial
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