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Alexander Ray Taylor

Advisor at Edward Jones — Siloam Springs, AR E Main

Updated today

Credentials

Series 66

Experience

8 years

Location

Siloam Springs, AR 72761

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Alexander Taylor is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Black Forge Capital, LLC and Tyson Foods Inc. Outside of his advisory role, Taylor is involved in property management through Uptown Ozarks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports clients through a nationwide network of over 23,700 advisors and offers additional services such as trust capabilities and securities-based lending.

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

Siloam Springs, AR E Main

2125 E Main Suite 6

Siloam Springs AR 72761

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Black Forge Capital, LLC

2017 - 2018 • 1 year

Fayetteville, AR

Tyson Foods Inc.

2015 - 2018 • 3 years

Springdale, AR

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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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
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Gerald D

Series 63, Series 65

Siloam Springs, AR

Auxarc Asset Management Company

Gerald Donner Jr. is an advisor at Auxarc Asset Management Company with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Auxarc since 2010. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management is an independent firm that serves individual investors and manages trust and retirement plan accounts through discretionary portfolio management. The firm focuses on longer-term, multi-cycle investment strategies with attention to flexibility and risk management, conducting client consultations primarily through home visits and maintaining an exclusive custodial relationship with a national custodian.

Active portfolio management
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Michele W

CFP®, Series 65

Centerton, AR

Facet

Michele Wostbrock is a CFP®-credentialed financial advisor with four years of industry experience. She currently works at Facet and has previously held roles at CapFinancial Partners LLC (CAPTRUST), PitchBook, Fluently Financial, Flourish Wealth Management, US Bank, and All Star Financial Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes, including machine-learning algorithms, and offers model-based asset allocations that emphasize exchange-traded funds alongside advanced strategies at higher service levels.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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Harold J

ChFC®, Series 66

Bentonville, AR

Transamerica Financial Advisors

Harold Jones is a ChFC® and holds the Series 66 designation with 15 years of experience in the financial services industry. He has worked at Transamerica Financial Advisors since 2020 and previously spent nine years at Axa Advisors. Outside of his advisory role, he manages a small ranch and serves as a trustee for a family trust. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Eric C

Series 63, Series 66

Farmington, AR

Kestra Advisory

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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