Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Coffeyville, KS 67337
Edward Jones
Institution
Ashly Mc Daniel is a Series 66-licensed financial advisor with Edward Jones in Caney, Kansas, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she owns a business specializing in breastfeeding supplies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient management, and affiliated investment products.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Coffeyville, KS
216 W 9th St
Coffeyville KS 67337
Advisors at this office
4
Kansas · Texas
11 years of industry experience
Edward Jones
2014 - Present • 12 years
12/29/2014, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Coffeyville, KS
Empower Advisory Group
Cameron Becker is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at The Bennington State Bank for four years and has held positions at Salina Country Club, Acme Foundry Inc, and Coffeyville Country Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Series 66
Coffeyville, KS
Edward Jones
Baylor Melchiori is a financial advisor with Edward Jones in Coffeyville, KS, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in landscape management and was involved with the YMCA of Norman. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.
Series 66
Coffeyville, KS
Edward Jones
Trevor Watson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at the Salina Country Club and FedEx. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.
Series 66
Coffeyville, KS
Edward Jones
Brian Melchiori is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of experience in the industry and is based in Coffeyville, Kansas. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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