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Arlee Kelton Busby III

Advisor at Edward Jones — Monticello, AR West Bolling

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Monticello, AR 71655

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Arlee Busby III is a financial advisor with Edward Jones in Monticello, Arkansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, he is associated with Busby Investments, LLC, a property investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of 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

Monticello, AR West Bolling

611 West Bolling

Monticello AR 71655

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

26 years of industry experience

Edward Jones

2000 - Present • 26 years

St Louis, MO

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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Richard W

CFP®, Series 65, Series 63

Monticello, AR

Ashton Thomas Private Wealth

Richard Westhelle is a CFP® professional with 16 years of experience in financial advisory. He has worked with Goldman Sachs Personal Financial Management for 10 years and most recently joined Ashton Thomas Private Wealth in 2024. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, employing a range of strategies including mutual funds, ETFs, sub-advisers, and selective alternative investments through its Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional

Rena D

CFP®, ChFC®, Series 66

Monticello, AR

Edward Jones

Rena Day is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2006. She has 19 years of industry experience. Outside of her advisory role, she is a partner in a local real estate business in Monticello, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive Established Professionals
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Chastity B

Series 66

Monticello, AR

Edward Jones

Chastity Bowden is a financial advisor at Edward Jones in Monticello, AR, holding a Series 66 designation with over 12 years of industry experience. Her prior roles include positions at Commercial Bank and Trust Company and Aerus. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Jay J

CFP®, Series 66

Monticello, AR

Edward Jones

Jay Jones is a financial advisor with Edward Jones in Monticello, Arkansas, holding CFP® and Series 66 designations with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas at Monticello for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Katelyn M

CFP®, Series 66

Monticello, AR

Edward Jones

Katelyn Martin is a financial advisor at Edward Jones with a CFP® designation and four years of industry experience. Her prior roles include positions at Thomasson PLLC, Stern Thomasson, PLLC, and the Arkansas Development and Finance Authority, where she serves as a director. She is also involved in managing finances for an agricultural property through Martin Land and Cattle Company, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Military & Veterans

Yukiko B

Series 66

Monticello, AR

Edward Jones

Yukiko Bivens is a financial advisor with Edward Jones in Monticello, Arkansas, holding a Series 66 designation and possessing three years of industry experience. She has been with Edward Jones since 2016 and previously worked for the University of Arkansas at Monticello for ten years. Outside of her advisory role, she is a co-owner of a family-operated farm, J & B Farm, though she does not engage in its daily operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Inheritance planning Multi-generational wealth transfer Retirement withdrawal strategies Founder/Business Owner
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