Edward Jones
36yrs
Top advisor by experience in Maryland Heights
6yrs
Nancy Werner
Financial advisor at Edward Jones
Nancy Werner has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Maryland Heights, Missouri. Nancy has been with Edward Jones since 2021. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 227 advisors with offices in Maryland Heights, and one of 225 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office170 Edward Jones Blvd, Maryland Heights, MO 63043
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
Contact Nancy
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Nancy. 170 Edward Jones BlvdMaryland Heights, MO 63043Office · Get directions
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Edward Jones at (314) 515-2000 and ask for Nancy Werner. Nancy works from the Maryland Heights, MO office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Nancy hold?
Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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