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Brandon Stane

Advisor at Edward Jones

Updated today

Location

Beebe, AR 72012

Credentials

Series 63, Series 66

Industry experience

5 years

About

Brandon Stane is a financial advisor with Edward Jones in Beebe, Arkansas, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Stephens Inc. for five years and has a background that includes employment at Northwestern State University and a brief role at Crossroads Liquor. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

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

1815 W Dewitt Henry

Beebe, AR 72012

Most active in

Arkansas · Texas

Work history

Edward Jones

2022 - Present (4 years)

Stephens Inc.

2020 - 2022 (2 years)

Stephens Inc.

2017 - 2020 (3 years)

Crossroads Liquor

2017 - 2017 (1 year)

Northwestern State University

2013 - 2017 (4 years)

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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Ellis S

CFA®, Series 63

Searcy, AR

APEX Wealth Management

Ellis Sloan is a CFA® charterholder with 28 years of industry experience. He is the sole advisor at APEX Wealth Management, an independent firm based in Searcy, Arkansas, where he has worked since 2017. Prior to founding APEX, he was with Kernodle & Katon Tax and Asset Management Group for two years and has served as an assistant professor at Harding University since 2005. APEX Wealth Management serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses a modern portfolio theory approach to build diversified portfolios, offers both discretionary and non-discretionary asset management, and provides retirement plan consulting including Investment Policy Statement preparation and participant education.

Founder/Business Owner Retired
user avatar

Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar

Kathryn C

Series 63, Series 66

Beebe, AR

St. Bernard Financial Services, Inc.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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