Brion Prince Bethel Jr.

Advisor at Edward Jones — Mountain Home, ID North 2nd East Street

Updated today

Credentials

Series 66

Experience

4 years

Location

Mountain Home, ID 83647

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brion Bethel Jr. is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 designation and three years of industry experience. His career includes roles at Finance of America Mortgage and Thrifty Car Sales prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

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

Mountain Home, ID North 2nd East Street

690 North 2nd East Street, Suite 101

Mountain Home ID 83647

Advisors at this office

1

Most active in

Idaho · Texas

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Finance of America Mortgage

2021 - 2022 • 1 year

Mountain Home, ID

Thrifty Car Sales

2021 - 2022 • 1 year

Mountain Home, ID

Hampton Inn and Suites Boise Downtown

2018 - 2021 • 3 years

Boise, ID

Romex Pest Control

2018 - 2018 • 1 year

McKinney, TX

PC Maintenance

2017 - 2018 • 1 year

Boise, ID

Unemployed

2017 - 2017 • 1 year

Mountain Home, ID

Boise State University

2016 - 2021 • 5 years

Boise, ID

Full time student in Mountain Home School District

2004 - 2017 • 13 years

Mountain Home, ID

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

Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Command Advisory Services and has also worked within related First Command entities since 2016. Outside of his financial advisory work, he has been involved with Indian Summer Golf and Country Club for over a decade. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, featuring model portfolios overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds a Series 66 designation and has four years of industry experience, including prior roles at Zenetex and Kay & Associates. He has been with First Command and its affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor with LPL Financial in Mountain Home, Idaho, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, he operated Ryan Valley LLC and was involved with various insurance carriers through W & R Insurance Agencies. He also serves as a notary and manages Haven Wealth Group LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies supported by advanced research and operational tools.

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

Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions with Waddell & Reed, various insurance carriers, and community involvement through the Urban Renewal Agency of the City of Mountain Home and the Mountain Home Chamber of Commerce. Outside of his advisory work, he is involved in a local beekeeping business, Valley's Local Raw Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on diverse investment strategies and operational support tools, operating at a large scale with over 22,800 advisors and more than $819 billion in discretionary assets.

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