Austin Kirkland

Advisor at Edward Jones

Updated today

Location

Roseburg, OR 97470

Credentials

Series 66

Industry experience

2 years

About

Austin Kirkland is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His background includes roles at FedEx, The Center Orthopedics, and the Oregon Army National Guard, where he currently serves as a Medical Sergeant. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering both discretionary and non-discretionary advisory strategies, as well as affiliated mutual funds and overlay services. The firm manages approximately $1.01 trillion in assets through 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

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management

Occupation focus

Founder/Business Owner

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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

4211 Ne Stephens St, Suite B 102

Roseburg, OR 97470

Most active in

Oregon · Texas

Work history

Edward Jones

2023 - Present (3 years)

Self-employed

2022 - 2023 (1 year)

FedEx

2020 - 2021 (1 year)

Flying Dutchman Alpacas

2019 - 2021 (2 years)

The Center Orthopedics

2018 - 2019 (1 year)

Oregon Army National Guard

2018 - Present (8 years)

Security Industry Specialists

2017 - 2018 (1 year)

Donner Flower Shop

2017 - 2017 (1 year)

Bend Pizza Kitchen

2016 - 2017 (1 year)

Subaru of Bend

2016 - 2016 (1 year)

UPS

2016 - 2016 (1 year)

College Hunks Hauling & Moving

2016 - 2017 (1 year)

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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