Lena Haas

Principal & Head of Wealth Management Advice & Solutions at Edward Jones

Lena Haas leads Wealth Management Advice and Solutions at Edward Jones, which equips client teams with advice and guidance, financial tools and resources, products, services and solutions throughout the client journey. Lena serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner in helping the firm grow its impact and create value for clients, colleagues and communities today and in the future. She also serves on the Board of Trustees of the Edward Jones Money Market Fund and Bridge Builder Trust.

Lena joined Edward Jones in November 2017 to lead the firm's Banking and Trust areas and subsequently expanded her leadership to the Investment Advisory and Products areas. In 2022, she became head of the Wealth Management Advice and Solutions division. Lena was named an Edward Jones principal in January 2018.

Lena helps support the firm's commitment to diversity, equity and inclusion by serving as the senior executive sponsor for Latinx/Hispanic Business Resource Group. She also represents the firm on the SIFMA Private Client Committee.

Prior to joining Edward Jones, Lena was a senior vice president with E*TRADE Financial, where she led the Wealth Management business and served as president of E*TRADE Capital Management. Before joining E*TRADE, Lena held a variety of leadership roles at Bank of America Merrill Lynch and Fidelity Investments.

Lena earned a bachelor’s degree from Tufts University in Boston and an MBA from Harvard Business School. She has also completed Kellogg School of Management Women’s Senior Leadership program.


Previous companies

IBM logo
Bank of America logo


  • Principal & Head of Wealth Management Advice & Solutions

    November, 2017 - present

View in org chart