Profile
Ms. Joni Green is Client Service Representative at Plancorp LLC.
Prior to joining Plancorp, she served with Diversified Financial Advisors, LLC, Edward Jones and Mercantile and US Bank.
Ms. Green received her BS in Home Economics degree from Missouri State University.
Former positions of Joni Green
| Companies | Position | End |
|---|---|---|
Diversified Financial Advisors LLC
 Diversified Financial Advisors LLC Investment ManagersFinance Diversified Financial Advisors LLC is an independent firm and registered investment adviser that provides comprehensive asset management and retirement plan consulting services for corporations and individuals. The private company is based in Town & Country, MO and collaborates with a team of professionals to provide a broad range of services. The company serves in a fiduciary capacity and create strategies tailored to their clients' needs and goals. The company's first priority is helping clients take care of themselves and their families. | Corporate Officer/Principal | 31/12/2010 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31/12/2004 |
Training of Joni Green
| Missouri State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Diversified Financial Advisors LLC
Diversified Financial Advisors LLC Investment ManagersFinance Diversified Financial Advisors LLC is an independent firm and registered investment adviser that provides comprehensive asset management and retirement plan consulting services for corporations and individuals. The private company is based in Town & Country, MO and collaborates with a team of professionals to provide a broad range of services. The company serves in a fiduciary capacity and create strategies tailored to their clients' needs and goals. The company's first priority is helping clients take care of themselves and their families. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
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