Chance Dean Jones

Advisor at Edward Jones — Clinton, IN

Updated today

Credentials

Series 66

Experience

2 years

Location

Clinton, IN 47842

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates 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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General retirement planning

Occupation focus

Founder/Business Owner

Demographic focus

Mid-Career Professionals

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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

Clinton, IN

1786 East State Hwy 163

Clinton IN 47842

Advisors at this office

2

Most active in

Indiana

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, IN

Edward Jones

2022 - 2024 • 2 years

Rockville, IN

Collom Excavating

2021 - 2021 • 1 year

Rockville, IN

Trine University

2020 - 2023 • 3 years

Angola, IN

Riverton Parke Highschool

2008 - 2020 • 12 years

Rosedale, IN

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

William C

Series 63, Series 65

Rockville, IN

FIFTH THIRD SECURITIES, Inc.

William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Brian M

ChFC®, Series 63, Series 65

Clinton, IN

Ameritas Advisory Services, LLC

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked extensively with State Farm Insurance and its affiliated entities. Outside of advising, he serves as president of the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is vice-president of McLeish Enterprises LLC, a business offering golf simulator rentals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers supported by the firm’s integrated platform.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at VirtuSense Technologies for five years and held positions at Eureka College for six years. He is a Series 66 license holder and is based in Paris, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)

Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for a total of nine years across two periods starting in 2012. He has four years of industry experience and previously operated Byers Farms LLC, an agricultural business where he was involved in animal care and equipment maintenance. Byers currently works in Rockville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive

Jessica L

Series 66

Rockville, IN

Edward Jones

Jessica Lynk is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lynk serves on the board of directors for Torch Newspapers, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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