Brett Timothy Harper

Advisor at Edward Jones — Charleston, WV Oakhurst Dr

Updated today

Credentials

Series 66

Experience

9 years

Location

Charleston, WV 25314-2442

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brett Harper is a financial advisor at Edward Jones in Charleston, WV, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Town of Eagle Police Department and was involved with St. Paul Sober Living. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and more than 15,000 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 succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner Doctor or Medical Professional Oil & Gas

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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

Charleston, WV Oakhurst Dr

1522 Oakhurst Dr Suite D

Charleston WV 25314-2442

Advisors at this office

1

Most active in

West Virginia

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Town of Eagle Police Department

2014 - 2017 • 3 years

Eagle, CO

St. Paul Sober Living

2010 - 2017 • 7 years

Carbondale, CO

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

Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
user avatar

James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

John J

Series 63

Charleston, WV

Jacobs & Company

John Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

Active portfolio management
user avatar

John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Passive / index investing
user avatar

Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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