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Benjamin Taylor Jordan Worley

Advisor at LPL Financial — Dexter, MO

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Dexter, MO 63841

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Benjamin Worley is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years. Outside of his advisory role, he is involved with Bootheel Pediatric Therapy, LLC, a business unrelated to investment services. 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, utilizing both proprietary research and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Dexter, MO

1420 West Business 60 Highway

Dexter MO 63841

Advisors at this office

3

Most active in

Missouri · Texas

Work history

28 years of industry experience

LPL Financial

2025 - Present • 1 year

Dexter, MO

Edward D. Jones & Co., L.P.

1998 - 2025 • 27 years

St. Louis, MO

Edward Jones

1998 - 2025 • 27 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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Matt M

Series 65

Dexter, MO

Bagby Wealth Management

Matt Myers is a financial advisor at Bagby Wealth Management with a Series 65 credential and two years of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management in 2024. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm offers a range of program options, combining a buy-and-hold, ETF-based strategic approach with a market-driven tactical program that uses proprietary trend and technical analysis.

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired
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Jerry B

Series 63, Series 65

Dexter, MO

Bagby Wealth Management

Jerry Bagby is a financial advisor with Bagby Wealth Management in Dexter, Missouri, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Bagby Investment Consultants since 1994 and previously with Bagby Financial Services, Inc. Mr. Bagby manages several family trusts and oversees a small aircraft rental business. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm employs both a buy-and-hold ETF-based strategic approach and a market-driven tactical program using proprietary trend and technical analysis, offering multiple program options including discretionary and non-discretionary strategies.

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired

Gary E

Series 66

Dexter, MO

Edward Jones

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive

Austin F

Series 66

Dexter, MO

Edward Jones

Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he was employed in the banking sector at First State Community Bank and State Bank of Southwest Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and separately managed accounts.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert M

CFP®, Series 66

Dexter, MO

LPL Financial

Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial in 2025. Monroe operates Monroe Financial Services LLC, a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Madison F

CFP®, Series 66

Dexter, MO

Edward Jones

Madison Fridley is a CFP® professional with eight years of experience at Edward Jones, where she has worked since 2017. Prior to joining Edward Jones, she was affiliated with Missouri State University for two years. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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