Ashton D Sullivan

Advisor at Edward Jones — Waynesboro, MS

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Waynesboro, MS 39367

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ashton Sullivan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Ashton worked in education for several years and held roles in benefits and real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large 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

Waynesboro, MS

1600 A Azalea Dr

Waynesboro MS 39367

Advisors at this office

2

Most active in

Alabama · Mississippi · Texas

Work history

< 1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Wayne County School District

2025 - 2025 • 1 year

Waynesboro, MS

Tuscaloosa County School System

2023 - 2025 • 2 years

Tuscaloosa, AL

iOne Benefits Group

2022 - 2023 • 1 year

Southaven, MS

Keller Williams Legacy Lane Homes Group

2022 - 2022 • 1 year

Tuscaloosa, AL

Full-Time Education

2015 - 2022 • 7 years

Starkville, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jaymes T

Series 66

Waynesboro, MS

Edward Jones

Jaymes Tynes is a financial advisor with Edward Jones in Waynesboro, MS, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. He serves on the board of Wayne Academy, participating in policy and personnel decisions for the school. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

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

Patricia F

Series 63, Series 65

Shubuta, MS

LPL Financial

Patricia Fanning is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has worked at BankPlus Wealth Management Group and LPL Financial since 2007 and was previously with Pfic Advisors, Inc. in 2006. Outside of her advisory role, she serves as a notary public in Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Cooper L

Series 66

Waynesboro, MS

LPL Financial

Cooper Leggett is a financial advisor with LPL Financial who holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he has operated Leggett Law Office, PLLC, providing legal services since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

John W

Series 66

Waynesboro, MS

LPL Financial

John Walker is a financial advisor at LPL Financial in Waynesboro, Mississippi, holding a Series 66 designation and bringing five years of industry experience. Prior to joining LPL Financial, he spent nine years at Joiner Insurance. Outside of his advisory role, he is involved in managing a family farm holding company and operates several business entities related to his advisory practice and other ventures. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools used by its extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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