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
4 years
Location
Stuart, VA 24171-1110
Edward Jones
Institution
Austin Joyce is a financial advisor at Edward Jones in Stuart, VA, holding a Series 66 designation with four years of industry experience. His background includes service in the United States Air Force for seven years and prior roles at First Command Brokerage Services. 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 financial advisors and branch offices.
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.
Stuart, VA
304 Patrick Avenue
Stuart VA 24171-1110
Advisors at this office
1
North Carolina · Texas · Virginia
4 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
Unemployed
2023 - 2023 • 1 year
Fort Worth, TX
First Command Brokerage Services
2021 - 2023 • 2 years
Fort Worth, TX
United States Air Force
2015 - 2022 • 7 years
San Antonio, TX
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
Stuart, VA
Sovereign Financial Group, Inc.
Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Sovereign Financial Group, he worked at Credentialed Wealth Advisors, LLC and Edward Jones. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of life insurance and fixed annuity products. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs, individual securities, and both fundamental and technical analysis supported by third-party AI tools.
Series 65
Patrick Springs, VA
Sequent Planning, LLC
Tyler Snow is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 65 credential and has held roles at several firms including Mutual of Omaha Investor Services and Futurity First Insurance Group. Outside of advising, he has been involved with Vista Solutions Group, offering Medicare Advantage and related plans, and works as an Uber driver. Sequent Planning, LLC serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes risk management, diversified strategies, and tax-aware guidance.
Series 63, Series 65
Ararat, VA
Truist Advisory Services
Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
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