Bryon Beins

Advisor at Edward Jones — Red Oak, IA

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Red Oak, IA 51566

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

Bryon Beins is a financial advisor with Edward Jones in Red Oak, IA, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Pacific Select Distributors and Pacific Life from 2008 to 2017, and operated Beins Marketing and Consulting from 2005 to 2017. Outside of his advisory work, he owns and manages EntertainU, LLC, a haunted house business in Council Bluffs, IA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management Business ownership considerations Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Red Oak, IA

500 N 4th Street

Red Oak IA 51566

Advisors at this office

3

Most active in

Iowa · Nebraska · Texas

Work history

19 years of industry experience

Edward Jones

2018 - Present • 8 years

St.Louis, MO

Pacific Select Distributors

2008 - 2017 • 9 years

Newport Beach, CA

Pacific Life

2008 - 2017 • 9 years

Omaha, NE

Beins Marketing and Consulting

2005 - 2017 • 12 years

Elkhorn, NE

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

Julie G

Series 63, Series 66

Emerson, IA

Alera Investment Advisors, LLC

Julie Gray is a financial advisor at Alera Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Pacific Life Insurance. Outside of finance, she has been involved with Prairie Crossing Vineyard and Winery. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus on mutual funds, ETFs, equities, and fixed income.

Wealth management
user avatar

Paul J

Series 66

Red Oak, IA

Edward Jones

Paul Jackson is a financial advisor at Edward Jones with three years of industry experience. He previously worked at LPL Financial and has owned several small businesses, including Silver Cloud Aerial Photography and Heritage Laundry Service. Jackson also served with the Omaha Fire Department for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions and advisory services through a large nationwide network of financial advisors and branch offices.

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

Andrew R

Series 66

Red Oak, IA

Edward Jones

Andrew Rea is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at United Group Insurance for five years and has been involved with My Pharmacy Of Brandon since 2018. Outside of his advisory role, he owns OceanGrenade Productions, a business providing sound and lighting services for events. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Andrew F

Series 66

Villisca, IA

LPL Financial

Andrew Focht is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Securities America Advisors and USA Financial Securities. Outside of his advisory work, he serves as a firefighter in Villisca, Iowa, and is also engaged in farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered by a large network of advisors using both proprietary and third-party strategies.

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