California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Joan M Carlson

About Joan

I was raised modestly on a farm in Iowa and have worked since I was 12 earning money to put myself through college. After college, I started my career in financial services in institutional bond sales. I moved on to a small asset manager and worked with fixed income and equity management. I also helped with marketing for the firm. That all led me to Merrill Lynch, where I started working with high net worth individuals.

In 2009, I joined Edward Jones for a variety of reasons. Mainly, Edward Jones stands out from other firms because of how truly client centered...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities
  • Sustainable investing
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesFebruary 2009 to Current

Education

  • Arizona State UniversityBachelor of Arts

Personal Interests

  • Yoga
  • Volunteering
  • Traveling
  • Tennis
  • Running

Team Members

  • Wendy Dzvonik
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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