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Andrew March

Advisor at Edward Jones

Updated today

Location

Fulton, MO 65251

Credentials

Series 66

Industry experience

16 years

About

Andrew March is a financial advisor at Edward Jones in Fulton, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the advisory board of St. Peter’s School in Fulton, providing guidance on school matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

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

201 East St Eunice Rd Suite 2

Fulton, MO 65251

Most active in

Missouri · Texas

Work history

Edward Jones

2009 - Present (17 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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Timothy B

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Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.

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Austin T

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Fulton, MO

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Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

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Blaine P

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Daniel B

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Business succession planning Founder/Business Owner Executive
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Aaron R

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Fulton, MO

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Jessica R

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Fulton, MO

wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Baird Private Wealth Management, and RBC Wealth Management. Prior to her advisory roles, she was affiliated with the University of Northwestern, St. Paul. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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