Chad Webber
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.
Location
Lamar, MO 64759-1772
Credentials
CFP®, Series 66
Industry experience
7 years
About
Chad Webber is a CFP® professional with seven years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2019. His prior work experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Business exit / sale strategy
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
37 B S.W. 1 St Lane Suite A
Lamar, MO 64759-1772
Most active in
Chad W has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
Edward Jones
2019 - Present (7 years)
Thrivent Financial
2019 - 2019 (1 year)
Thrivent Investment Management Inc
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Fellers Foodservice Equipment
2016 - 2018 (2 years)
Legacy Restaurant Group
2016 - 2016 (1 year)
Unemployed
2016 - 2016 (1 year)
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Jerry K
CFP®, Series 63, Series 65
Lamar, MO
International Assets Investment Management, LLC
Jerry Klusener Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with International Assets Investment Management, LLC and has worked there since 2017. Prior to that, he was with Prospera Financial Services, Inc. from 2011 to 2017. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with options for third-party money managers and standalone financial planning.
Andrea L
CFP®, Series 63, Series 65
Lamar, MO
Edward Jones
Andrea Lynn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Edward Jones in 2017, she worked at Woodbury Financial Services INC for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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