Brandon Gaynor

Advisor at Edward Jones — Tell City, IN 435 Main Street

Updated today

Credentials

Series 66, Series 63

Experience

4 years

Location

Tell City, IN 47586

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brandon Gaynor is a financial advisor at Edward Jones with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fifth Third Securities, Fifth Third Bank, S&S Seating, Eagles Wings Zipline, and the University of Southern Indiana. Gaynor serves on the Finance Council at Saint Isidore the Farmer Catholic Church, where he participates in setting the annual budget and approving extraordinary expenses. 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 provides services such as tax-efficient solutions and securities-based lending through a nationwide network of financial advisors.

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) College savings (529s, UTMA, etc.) General retirement planning Wealth management

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

Tell City, IN 435 Main Street

435 Main Street

Tell City IN 47586

Advisors at this office

2

Most active in

Indiana · Texas

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Fifth Third Securities

2021 - 2022 • 1 year

Tell City, IN

Fifth Third Bank

2019 - 2022 • 3 years

Tell City, IN

S&S Seating

2016 - 2019 • 3 years

Tell City, IN

Eagles Wings Zipline

2016 - 2018 • 2 years

Tell City, IN

University of Southern Indiana

2013 - 2018 • 5 years

Evansville, IN

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

Cory W

Series 66, Series 63

Santa Claus, IN

Eagle Strategies (NY Life)

Cory Wahl is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at Eagle Strategies, Wahl Financial LLC, NYLIFE Securities LLC, and New York Life Insurance Company since 2022. Prior to his financial services career, he spent seven years in academia at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Jonathan S

Series 63, Series 66

Tell City, IN

Edward Jones

Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Trennis X

ChFC®, Series 66

Santa Claus, IN

Edward Jones

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

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

Seth W

Series 66

Santa Claus, IN

Raymond James Financial

Seth Windell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has served on the Santa Claus Town Council for 10 years. He has been affiliated with Raymond James Financial and its related entities since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Katherine S

Series 66

Santa Claus, IN

Raymond James Financial

Katherine Sigler is a financial advisor with Raymond James Financial in Santa Claus, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked in the hospitality and office sectors. Sigler also works as an independent contractor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Mallory C

Series 66

Tell City, IN

Edward Jones

Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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