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Andrew Wayne Bentley

Advisor at Edward Jones — Jasper, AL Airport Rd S

Updated today

Credentials

Series 66

Experience

3 years

Location

Jasper, AL 35501-4749

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Andrew Bentley is a financial advisor with Edward Jones in Jasper, Alabama. He holds the Series 66 designation and has three years of industry experience, including five years at McGehee Engineering Corp prior to joining Edward Jones. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

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

Jasper, AL Airport Rd S

909 Airport Rd S

Jasper AL 35501-4749

Advisors at this office

2

Most active in

Alabama · Texas

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St. Louis, MO

McGehee Engineering Corp

2018 - 2023 • 5 years

Jasper, AL

Unemployed

2013 - 2018 • 5 years

Tuscaloosa, AL

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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Thomas F

CFP®, Series 66, Series 65

Jasper, AL

Steward Partners Investment Advisory, LLC

Thomas Ferrell is a CFP® with 26 years of experience in the financial services industry. He currently works at Steward Partners Investment Advisory, LLC and has held positions at several firms, including Cantella & Co., Inc. and Cambridge Investment Research. Outside of his advisory work, he serves as a board member of the Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Andrew W

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Holland Seals General Contracting and Atkins Engineering. Outside of his advisory role, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business in Jasper, AL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Michael W

CFA®, Series 63, Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Michael Wiginton Sr. is a CFA® charterholder with 22 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously held positions at Cantella & Co Inc and Cambridge Investment Research. In addition to his advisory role, he serves as a board member for a homeowners' association in Panama City, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Luke F

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Luke Ferrell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Steward Partners Investment Solutions, H.L. Wiginton Capital Management, and Cambridge Investment Research. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Randa B

Series 63, Series 66

Dora, AL

Edward Jones

Randa Byars is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Edward Jones since 2022, as well as previous positions at Northwestern Mutual Investment Services LLC, Adam Rhoades, and PACCAR Engine Company. She also has experience at Mississippi State University and Dogwood Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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

Series 66

Jasper, AL

Raymond James & Associates

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, Alabama, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a 20% owner of a Mosquito Authority franchise in San Antonio, Texas. He is also involved in nonprofit work as an officer and board member of the Walker Area Community Foundation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and public entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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