Today we’re talking to Kevin Adams, Head of Business Solutions Development at Edward Jones. We discuss Kevin’s journey from a construction site accident to an esteemed technology leader; the challenges of modernizing a 100-year-old company; and why the key to your dissatisfaction is often patience.

All of this right here, right now, on the Modern CTO Podcast! 

For more about Edward Jones, check out their website:

Produced by ProSeries Media.

About Kevin Adams:

Kevin Adams joined Edward Jones in January 2021 as a Principal in the Digital division, leading the Business Solutions Development group. He and his team spearheaded the software design and engineering of the Branch, Client, Operations, and Investment Management systems. In 2023, Kevin took over responsibility for the firm’s Enterprise Infrastructure & Architecture group in the Digital division. This group is responsible for the firms technology infrastructure and architectural strategy. Kevin has 27 years of experience in the financial services industry. Prior to joining Edward Jones, Kevin was Head of Wealth Management Technology at Raymond James, where he was responsible for all Advisor, Client, and Investment technology. He has also held senior leadership roles in technology at UBS, Franklin Templeton and Merrill Lynch. Kevin has served as an advisor to several FinTech firms, VCs and Industry Forums. 

About Edward Jones:

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. 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 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

Joel Beasley

Joel began writing code at age 13 selling his first technology by age 18 for one million dollars. In his first three transactions, he developed key relationships and began working with Investors and Chief Technology Officers collaborating and building products in Real Estate, Law, Finance, and Fitness.

Today, Joel is a Chief Technologist volgging the process of building a company Joel is an author of the book Modern CTO a #1 New Release on Amazon and a #1 Technology Podcast with 70k active listeners. Joel has a clear vision and passion for modern technology, placing him as one of the most exciting Chief Technology Officers to watch out for.

Joel is the President of a charity that designs STEM related children’s books Back to the Moon and Princess Physicist. These books are then donated to orphanages, homeless pregnant woman and in-need children. Beasley Foundation was formed in February 2017 after Joel, Mitch and Valerie lost their Mother to Leukemia after being diagnosed 6 weeks earlier. Joel and his siblings wanted to do something unique with her life insurance money and the Beasley Foundation was formed.

Read more about Joel

Reach out to Joel

If Joel can be helpful to you, send him a message
or schedule a meeting.

Send Message Schedule Meeting
Fresh CTO Content 24/7

Fresh CTO Content 24/7

Join our mailing list to receive relevant content hot off the press.

You have Successfully Subscribed!