Levi Kautz

Role: Financial Advisor at Edward Jones
Location: Denver, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Levi Kautz

I assist clients in gaining clarity of their wealth building. I strive to help people…

Experience

Financial Advisor
Edward Jones
Mar 2020 — Present

Education

University of Oxford
Summer Abroad Program, International Economics

Skills

Securities
Iras
Mutual Funds
Estate Planning
Series 7
401k
Retirement Planning
Equities
Investments
Life Insurance
Wealth Management
High Net Worth Individuals
Supervision
Asset Allocation
Long-Term Care
Strategic Financial Planning
Retirement
Finance
Financial Services
Operations Management
Series 63

Contact information

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Work email
l••••••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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About Levi Kautz

Experience

Financial Advisor

Education

University of Oxford

Skills

Find verified contacts for anyone on LinkedIn