Edward Jones Principal Greg Robinson leads the Edward Jones Ventures team, driving the firm's innovation and inorganic growth strategy. He oversees strategic investments, partnerships, mergers and acquisitions, and new solutions to advance enterprise goals and industry progress for clients.
Greg joined Edward Jones in his current role in 2021. Prior to that, he spent nine years at Charles Schwab, most recently as vice president of Client Service & Support, where he was responsible for most of the non-client facing operations of retail client service. He also spent six years in Charles Schwab's Corporate Development & Strategy group. Prior to joining Charles Schwab, he worked in Finance & Strategy at Salesforce.
Greg and his wife live in St. Louis and have three children.
Andy supports Corporate Development and Edward Jones Ventures through sourcing and evaluating opportunities, leading incubations and pilots, and contributing to select M&A initiatives. He works closely with partners across the firm to advance innovation and support long-term growth.
Previously, he spent four years at Edward Jones in the Experience Center of Expertise and the Accelerated Leadership Program. Before joining the firm, he served five years as an Artillery Officer in the United States Army.
He holds an MBA from Columbia Business School and a BS in Systems Engineering from the United States Military Academy.
Jerry joined Edward Jones Ventures in 2024 to help lead strategic investments, partnerships, mergers and acquisitions, and piloting initiatives on behalf of Edward Jones. He is responsible for the full investment sourcing, evaluation and execution process, and is actively building Edward Jones Ventures to become a premier destination for corporate innovation.
Prior to joining Edward Jones, Jerry was a private equity investor with Long Ridge Equity Partners, a fintech-focused growth equity firm managing $2 billion in assets under management. Jerry started out his career as an mergers and acquisitons investment banker with Broadhaven Capital Partners, an NYC-based boutique mergers and acquisitons advisory firm.
He holds an BA from Amherst College, graduating with honors and dual degrees in economics and mathematics.
Lukas joined Edward Jones in 2023 and has helped to develop the firm's mergers and acquisitions, and strategic investing capabilities. He currently helps in leading and sourcing mergers and acquisitions, and strategic investing initiatives.
Prior to joining Edward Jones, Lukas was an investment banker at Broadhaven Capital Partners, focusing on merger and acquisiton transactions in financial services.
He holds a BA from Boston College with focuses on economics and finance.
Kristen joined Edward Jones Ventures in March 2025 to lead pilot projects and support broader corporate development initiatives.
Prior to Edward Jones Ventures, Kristen worked in organizational and professional development and as a professor of communication studies.
Kristen holds a PhD from the University of Iowa.
Alexa joined Edward Jones Ventures in 2025 to support corporate venture investing and strategic commercialization opportunities across the firm. She helps manage the full investment process, from sourcing through execution, and drives forward opportunities that position the firm for sustained innovation.
Prior to joining Edward Jones, Alexa was a private equity investor at Vista Equity Partners, a global investment firm managing more than $100 billion in assets under management and investing exclusively in B2B enterprise software businesses.
Alexa graduated summa cum laude from The Ohio State University with degrees in finance, economics, and philosophy.
Kristy joined Edward Jones Ventures in 2025 to help drive strategic investments, mergers and acquisitions, and partnerships in support of the firm's long-term growth strategy. She is closely involved in practice acquisition initiatives, with a focus on advisor book-of-business transactions and related inorganic growth efforts.
Prior to joining Edward Jones, Kristy was part of the Corporate Development team at Cetera Financial Group, where she supported M&A execution and strategic growth initiatives. She began her career in M&A and transaction advisory at Houlihan Lokey.
Kristy holds a BA from Claremont McKenna College, graduating with honors and dual degrees in economics and psychology.