Coming from a "financial family," I assumed everyone likes to pay bills, study funds and watch market cycles. I was wrong. I realized that my knowledge and passion could be directed to serving others. That's what gives me meaning.
Continuous learning helps me to better serve clients. I earned a bachelor's degree from the University of Kansas and a master's degree from the University of Missouri. My financial professional designations include the CFP®, ChFC® and CRPC®. Additionally, I am Series 7, Series 66 registered and insurance licensed.
My personal and professional experience leads me to work with clients with a change in their financial lives - divorce, death of a partner, business sale or change in employment. I know from personal experience that these "sudden money" events can set a course for the rest of someone's life, and having assets at the time of an event doesn't promise that things will go as we hope or plan. It's an honor to listen to clients and help them to decode the financial world and plot their own course.
My family and I live in St. Paul. We enjoy traveling, visiting the library and staying active. I volunteer for the St. Paul Public Schools, Girl Scout Troops and am a member of MENSA as well as the Financial Planning Association. At Edward Jones, I maintain a commitment to recruiting and training other financial professionals and have held several leadership positions in the region.
Janice Wahlstrom, my branch office administrator, is always here to help you with your needs. She can assist you with administrative questions, scheduling appointments and the day-to-day operations of your accounts. Janice holds a bachelor's degree from the University of Illinois and an MBA from the University of Chicago.
Working with the thousands of colleagues in our Edward Jones home office, we have the collective support and knowledge of our partnership to assist you with your financial life. Please contact our office - we'd love to help you!
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address249 Snelling Ave S
St Paul, MN 55105
Mailing Address249 Snellng Ave S
St Paul, MN 55105
Phone NumberJulian Locke at (651) 699-5261
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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