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Adrienne Suzanne Beazley

Advisor at Edward Jones — Vernon, TX College Drive

Updated today

Credentials

Series 66

Experience

1 year

Location

Vernon, TX 76384

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Adrienne Beazley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for Texas A&M AgriLife Extension for five years and Waggoner & Son Electric for four years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

See office

Vernon, TX College Drive

4515 College Drive

Vernon TX 76384

Advisors at this office

3

Most active in

Texas

Work history

1 year of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Texas A&M AgriLife Extension

2018 - 2023 • 5 years

Vernon, TX

Waggoner & Son Electric

2014 - 2018 • 4 years

Vernon, TX

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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Glynda S

Series 66

Vernon, TX

Edward Jones

Glynda Smith is a Series 66-licensed financial advisor with Edward Jones in Vernon, TX, and has 27 years of experience at the firm. She has worked exclusively at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ty C

CFP®, Series 66

Vernon, TX

Edward Jones

Ty Coffee is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he owns a small farm raising livestock and crops and serves as a board member for the City of Vernon Board of Adjustments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert B

Series 63, Series 65

Vernon, TX

Edward Jones

Robert Burrus Jr. is a financial advisor at Edward Jones with 29 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as President of the Red River Valley Museum in Vernon, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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