Celia George
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Celia George is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2021. Prior to joining Edward Jones, she was not employed in the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
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
Fee options
$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)
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
2822 Wy 414
Lyman, WY 82937
Most active in
Celia G has reported serving >5 clients in these states in the last 12 months.
Texas · Wyoming
Work history
Edward Jones
2021 - Present (5 years)
Unemployed
2016 - 2021 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brady B
CFP®, ChFC®, Series 66
Lyman, WY
Edward Jones
Brady Bevan is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Oregon Trail Bank and Gadbury Construction, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
Danilo L
Series 66
Fort Bridger, WY
Wells Fargo Clearing
Danilo Liwanag is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns a small business marketing consulting firm and serves as president of a homeowner association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
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