Andrew Hawkins

Advisor at Edward Jones

Updated today

Location

Paoli, IN 47454

Credentials

Series 66

Industry experience

2 years

About

Andrew Hawkins is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana. He has two years of industry experience and previously worked in education and auction services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Educators, Teachers, and Academics

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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

200 West Court Street Suite 4

Paoli, IN 47454

Most active in

Indiana · Texas

Work history

Edward Jones

2023 - Present (3 years)

HB Trucking

2022 - 2022 (1 year)

Orleans Community Schools

2019 - 2023 (4 years)

Robinson Auction Service

2016 - 2019 (3 years)

Indiana University

2015 - 2019 (4 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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Jennifer B

Series 66

Mitchell, IN

Raymond James & Associates

Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Gretchen A

Series 66

Paoli, IN

Edward Jones

Gretchen Anderson is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana, and has 23 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Anderson serves as President of the Paoli Chamber of Commerce. 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.

Wealth management Retired Founder/Business Owner Executive
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Wesley W

Series 66

Paoli, IN

LPL Financial

Wesley Whitfield is a financial advisor with LPL Financial in Paoli, Indiana, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for three years and spent six years with the Paoli Community School Corporation, where he occasionally drives a school bus and participates in extracurricular activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James S

Series 63, Series 66

Mitchell, IN

Raymond James & Associates

James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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