Adam Whiteside

Advisor at Edward Jones

Updated today

Location

Paducah, KY 42001-4362

Credentials

Series 66

Industry experience

8 years

About

Adam Whiteside is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and eight years of industry experience. He worked at Kentucky Farm Bureau from 2011 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other specialized services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

110 Lone Oak Rd Suite 108

Paducah, KY 42001-4362

Most active in

Kentucky · Texas

Work history

Edward Jones

2017 - Present (9 years)

Kentucky Farm Bureau

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kristin L

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Paducah, KY

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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