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

24,228

Across 14,129 offices

Clients per advisor

166 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 ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with Ameritas Advisory Services, LLC and its affiliated entities. Outside of his advisory role, he serves as president of the Board for the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is a partner and vice president of McLeish Enterprises LLC, a startup business renting golf simulator time. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and maintains a corporate structure that includes affiliated broker-dealer and insurance companies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Cogan K

Series 66

Terre Haute, IN

LPL Financial

Cogan Keith is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Longview Bank in 2025, he worked at VirtuSense Technologies for five years and held roles at Eureka College for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options.

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

Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he managed Byers Farms LLC, an agricultural business where he performed caretaking of animals and farm machinery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs. The firm offers both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating 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
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