Cody Edward Bowlan

Advisor at Edward Jones — Cabot, AR Bill Foster Memorial Hwy

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Cabot, AR 72023

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cody Bowlan is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones. Before joining Edward Jones, he worked at the United States Department of Agriculture and was a college student during part of that time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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

See office

Cabot, AR Bill Foster Memorial Hwy

2241 Bill Foster Memorial Hwy, Suite D

Cabot AR 72023

Advisors at this office

1

Most active in

Arkansas · Missouri · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Edward Jones

2018 - 2019 • 1 year

St. Louis, MO

United States Department of Agriculture (USDA)

2014 - 2019 • 5 years

Stuttgart, AR

College Student

2014 - 2019 • 5 years

Little Rock, AR

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

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.)
user avatar

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
user avatar

Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of his advisory role, Kaminski is a business owner of a tanning salon and serves on the board of a nonprofit organization. Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations while supporting sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program, integrating third-party sub-advisers and employing a customized, holistic wealth management process.

Real estate investing Annuities Options & derivatives strategies
user avatar

Stephen S

Series 63, Series 66

Little Rock, AR

First Financial Services, LLC

Stephen Sanders is a financial advisor at First Financial Services, LLC in Little Rock, AR, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at M.S. Howells & Co and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as co-trustee of a family trust and manages a farm operation. First Financial Services is a supported firm with three advisors.

Active portfolio management Concentrated stock management Private / alternative investments
user avatar

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 bringing 29 years of industry experience. His prior positions include roles at M.S. Howells & Co., Cambridge Investment Research, and Sowell Financial Services. Outside of advising, he serves on the board of a nonprofit organization and is involved in administrative activities supporting a family art business. Cove Street Capital provides discretionary portfolio management and advisory services to individual, high-net-worth, institutional, and pooled-vehicle clients, employing a bottom-up, fundamental value investment approach across focused small-cap, microcap, and strategic value strategies.

Active portfolio management Concentrated stock management Private / alternative investments
user avatar

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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