Cody Bowlan

Advisor at Edward Jones

Updated today

Location

Cabot, AR 72023

Credentials

CFP®, Series 66

Industry experience

6 years

About

Cody Bowlan is a CFP®-certified financial advisor with Edward Jones, based in Cabot, Arkansas, with six years of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Agriculture and was involved with Isbell Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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 plans for business owners (SEP, solo 401k) General retirement 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

2241 Bill Foster Memorial Hwy, Suite D

Cabot, AR 72023

Most active in

Arkansas · Missouri · Texas

Work history

Edward Jones

2019 - Present (7 years)

Edward Jones

2018 - 2019 (1 year)

United States Department of Agriculture (USDA)

2014 - 2019 (5 years)

College Student

2014 - 2019 (5 years)

Isbell Farms

2013 - 2016 (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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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
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Stephen S

Series 63, Series 66

Little Rock, AR

First Financial Services, LLC

Stephen Sanders is a financial advisor with First Financial Services, LLC in Little Rock, AR, holding Series 63 and Series 66 licenses and having 29 years of industry experience. His prior roles include positions at M.S. Howells & Co, Sowell Financial Services, LLC, and Cambridge Investment Research. Outside of advising, he serves as co-trustee of a family trust and manages a farm operation. First Financial Services, LLC provides discretionary portfolio management and comprehensive financial planning for individuals, families, retirement plans, and businesses. The firm emphasizes long-term growth with risk management, implementing broad financial plans and managing client accounts through a wrap fee program using diverse investment instruments.

Options & derivatives strategies Wealth management Annuities Founder/Business Owner Retired
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Thomas S

Series 63, Series 65

Little Rock, AR

First Financial Services, LLC

Thomas Sanders is a financial advisor with First Financial Services, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at M.S. Howells & Co., Sowell Financial Services, Cambridge Investment Research, and Consolidated Agents, Inc. He serves as a board member of the Spring Foundation, a 501(c)(3) nonprofit organization. First Financial Services, LLC provides discretionary portfolio management, financial and retirement planning, and insurance services to individuals, families, trusts, businesses, and corporations. The firm manages approximately $100.8 million in discretionary assets through a wrap fee program, emphasizing long-term growth with risk management and comprehensive wealth planning.

Options & derivatives strategies Wealth management Annuities Founder/Business Owner Retired
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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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