Julian Locke

Coming from a family full of financial professionals, I assumed everyone liked to pay bills, discuss rates and openly talk about accounts. It gives me great personal meaning to use my interests, skills and abilities to help others.

My office is often sought out by clients who:

- Need help when their finances become too complicated for self-management
- Have outgrown salespeople
- Want predictable and quality communication
- Want to go beyond investments
- Want help for everyone in the family
- Need to turn a sudden or chaotic event like divorce, inheritance or retirement transition into an organized financial life
- Prefer to have one-on-one service while having the support and resources of a large firm

For me, taking this vocation seriously means a continuous commitment to education. My financial professional designations include the CFP®, ChFC® and CRPC®. I earned a bachelor's degree from the University of Kansas and a master's degree from the University of Missouri. Additionally, I am Series 7, Series 66 registered and insurance licensed.

My family and I live in St. Paul. We enjoy staying active and traveling when possible. I volunteer for the St. Paul Public Schools, Girl Scouts River Valleys and belong to MENSA and the Financial Planning Association. As a part of the Edward Jones partnership, I help to recruit and train other financial professionals.

Please contact my office – I'd love to help you get to the next step of your financial life.