Senior Advising Specialist
Current
Jan 2024 - Present
AeroLeads people directory · profile
Jeff Kuhlmann, Cfp® Crpc® Email & Phone Number
-
at
Edward Jones
1 work email found
@edwardjones.com
1 phone found area 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
-
Location
Greater St. Louis, United States
Company size
Who is Jeff Kuhlmann, Cfp® Crpc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Kuhlmann, Cfp® Crpc® is listed with Edward Jones based in Greater St. Louis, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 314, and a matched LinkedIn profile for Jeff Kuhlmann, Cfp® Crpc®.
Jeff Kuhlmann, Cfp® Crpc® previously worked as Senior Advising Specialist at Edward Jones and Director at Edward Jones. Jeff Kuhlmann, Cfp® Crpc® holds Bachelor Of Science (Bs), International Business from Saint Louis University.
Company email context
Email format at Edward Jones
This section adds company-level context without repeating Jeff Kuhlmann, Cfp® Crpc®'s masked contact details.
*@edwardjones.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jeff Kuhlmann, Cfp® Crpc®. Compare company email patterns before reaching out.
Profile bio
About Jeff Kuhlmann, Cfp® Crpc®
Building a better tomorrow and leading people towards it is my why. Making the impossible, possible drives me. What challenges can we turn into our opportunities?Increasing our collaboration with diverse individuals yields better results & make us all better. Consistently re-paying it forward for others. Helping people succeed sustains me. Re-paying what others have paid forward for me is debt I gladly carry.Increasing my impact is my career goal. Building and improving on my strengths is how. My leadership abilities are envisioning the future, partnering with and through others to efficiently create it, and leading all towards our brighter future. Husband. Dog dad. World traveler. Amateur photographer. Foodie. Apple fan.
Listed skills include French, Public Speaking, Product Marketing, Training, and 7 others.
Current workplace
Jeff Kuhlmann, Cfp® Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Edward Jones
9 roles
Jeff Kuhlmann, Cfp® Crpc® work experience
A career timeline built from the work history available for this profile.
Director
Using data, insights, and retail financial services experience to envision our future client experience. Influencing leaders, at all levels, to see, feel, and understand our future. Partnering with and through others to design and create this as our reality. Leading through change and ambiguity to bring increasing and differentiated value to our clients.
Oct 2022 - Jun 2024
Business Segment Director
Jun 2021 - Oct 2022
Director - Business Capability Strategist
Feb 2021 - Jun 2021
Team Leader
Responsible for the firm's financial planning, retirement, and education savings training team. We lead the training strategy and day to day execution to enable more than 40,000 adult learners to understand what is most important to our clients, use our Goals-based Approach to create customized retirement and education financial goals, and partner with our clients to implement personalized strategies to achieve their retirement and education goals.
Mar 2017 - Feb 2021
Senior Training Specialist
Responsible for the firm's retirement and education savings accounts training strategy enabling more than 26,000 adult learners to meet and achieve our clients retirement and education savings financial goals.
Jan 2013 - Mar 2017
Chairperson
Responsible for the firm’s lesbian, gay, bi-sexual, transgendered & allies business resource group. Our mission is to help the firm evolve to a more open and inclusive environment for all, to better understand our LGBT clients, helping our LGBT clients achieve their financial goals, and continue to be an employer of choice within the LGBT community.
Aug 2013 - Dec 2016
Senior Client Solutions Specialist
Provide training and business development ideas on IRAs and retirement planning products, which best position our financial advisors to help our clients obtain their retirement and other financial goals.
Jan 2008 - Dec 2012
Sr. Retirement Specialist
Provided IRA/retirement plan class room training and on the job skill coaching to call center associates; allowing them to successfully assist branch teams on a wide variety of IRA/retirement plan technical issues and retirement planning contacts.
Sep 2003 - Dec 2007
Team & coworkers
Colleagues at Edward Jones
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
RS
Roy Salas, Crpc™
Colleague at Edward JonesKemah, Texas, United States
View →
BD
Brandon Dillman
Colleague at Edward JonesRoanoke, Texas, United States
View →
AH
Andrew Hewitt
Colleague at Edward JonesMuncie, Indiana, United States
View →
HA
Holly A Jackson
Colleague at Edward JonesFlorissant, Missouri, United States
View →
DS
Dallas Stewart, Awma™, Crpc™
Colleague at Edward JonesBellevue, Washington, United States
View →
KB
Kevin Buckley, Cfp®, Aams™
Colleague at Edward JonesGreater St. Louis, United States
View →
RR
Richard Reese
Colleague at Edward JonesSuffolk, Virginia, United States
View →
DH
Darryl Hodrick
Colleague at Edward JonesColumbia, Missouri, United States
View →
CN
Chris Nemecek
Colleague at Edward JonesGreen Bay, Wisconsin, United States
View →
WF
Will Fox
Colleague at Edward JonesDenton, Maryland, United States
View →
Roy Salas, Crpc™
Colleague at Edward JonesKemah, Texas, United States
View →
BD
Brandon Dillman
Colleague at Edward JonesRoanoke, Texas, United States
View →
AH
Andrew Hewitt
Colleague at Edward JonesMuncie, Indiana, United States
View →
HA
Holly A Jackson
Colleague at Edward JonesFlorissant, Missouri, United States
View →
DS
Dallas Stewart, Awma™, Crpc™
Colleague at Edward JonesBellevue, Washington, United States
View →
KB
Kevin Buckley, Cfp®, Aams™
Colleague at Edward JonesGreater St. Louis, United States
View →
RR
Richard Reese
Colleague at Edward JonesSuffolk, Virginia, United States
View →
DH
Darryl Hodrick
Colleague at Edward JonesColumbia, Missouri, United States
View →
CN
Chris Nemecek
Colleague at Edward JonesGreen Bay, Wisconsin, United States
View →
WF
Will Fox
Colleague at Edward JonesDenton, Maryland, United States
View →
3 education records
Jeff Kuhlmann, Cfp® Crpc® education
Bachelor Of Science (Bs), International Business
Master Of Business Administration (M.B.A.), International Business
Bachelor Of Arts (B.A.), French Language And Literature
FAQ
Frequently asked questions about Jeff Kuhlmann, Cfp® Crpc®
Quick answers generated from the profile data available on this page.
What company does Jeff Kuhlmann, Cfp® Crpc® work for?
Jeff Kuhlmann, Cfp® Crpc® works for Edward Jones.
What is Jeff Kuhlmann, Cfp® Crpc®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Jeff Kuhlmann, Cfp® Crpc® at Edward Jones.
What is Jeff Kuhlmann, Cfp® Crpc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Jeff Kuhlmann, Cfp® Crpc® at Edward Jones.
Where is Jeff Kuhlmann, Cfp® Crpc® based?
Jeff Kuhlmann, Cfp® Crpc® is based in Greater St. Louis, United States while working with Edward Jones.
What companies has Jeff Kuhlmann, Cfp® Crpc® worked for?
Jeff Kuhlmann, Cfp® Crpc® has worked for Edward Jones.
Who are Jeff Kuhlmann, Cfp® Crpc®'s colleagues at Edward Jones?
Jeff Kuhlmann, Cfp® Crpc®'s colleagues at Edward Jones include Roy Salas, Crpc™, Brandon Dillman, Andrew Hewitt, Holly A Jackson, and Dallas Stewart, Awma™, Crpc™.
How can I contact Jeff Kuhlmann, Cfp® Crpc®?
You can use AeroLeads to view verified contact signals for Jeff Kuhlmann, Cfp® Crpc® at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Jeff Kuhlmann, Cfp® Crpc® attend?
Jeff Kuhlmann, Cfp® Crpc® holds Bachelor Of Science (Bs), International Business from Saint Louis University.
What skills is Jeff Kuhlmann, Cfp® Crpc® known for?
Jeff Kuhlmann, Cfp® Crpc® is listed with skills including French, Public Speaking, Product Marketing, Training, Project Management, Travel, Iras, and 529 Plans.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial