Clinton Forry

Advisor at Edward Jones

Updated today

Location

Littlestown, PA 17340

Credentials

Series 66

Industry experience

8 years

About

Clinton Forry is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Members 1st FCU from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating 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 estate planning guidance Divorce financial planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

314 N Queen St Suite 1

Littlestown, PA 17340

Most active in

Pennsylvania · Texas

Work history

Edward Jones

2018 - Present (8 years)

Members 1st FCU

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning Options & derivatives strategies
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General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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General retirement planning Retirement income strategy Social Security optimization Income planning Roth conversion strategy
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Travis S

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Annuities Real estate investing
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Annuities
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