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Courtney Clarke

Advisor at Edward Jones — Bradford, PA Foster Brook Blvd

Updated today

Credentials

Series 66

Experience

1 year

Location

Bradford, PA 16701

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

Courtney Clarke is a Series 66-credentialed advisor with Edward Jones, based in Bradford, PA, who has one year of industry experience. Prior to joining Edward Jones in 2022, Clarke worked at Northwest Bank and operated The Clarke Firm. Outside of financial services, Clarke was involved with Grahams Greenhouse & Landscaping for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, 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

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Bradford, PA Foster Brook Blvd

30 Foster Brook Blvd

Bradford PA 16701

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

1 year of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Northwest Bank

2020 - 2020 • 1 year

Bradford, PA

The Clarke Firm

2017 - 2022 • 5 years

Bradford, PA

Grahams Greenhouse & Landscaping

2011 - 2019 • 8 years

Bradford, PA

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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Jon O

Series 63, Series 65

Olean, NY

AFL Advisory Group LLC

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Wealth management Real estate investing
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Dana C

CFP®, Series 63

Olean, NY

Lincoln Park Capital LLC

Dana Cornell is a CFP® with 17 years of industry experience and is currently the sole advisor at Lincoln Park Capital LLC. Prior to this, Dana worked at Morgan Stanley for 12 years and has held roles at several other firms including Uniting Wealth Partners, LLC and BV Securities. Dana is also involved with Cornell Capital Holdings LLC, an affiliated entity. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and institutional clients. The firm employs a tactical asset allocation strategy with model portfolios tailored to client goals and risk tolerance, incorporating a mix of charting, fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies
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Kyle K

CFP®, Series 63, Series 66

Olean, NY

Uniting Wealth Partners

Kyle Kirk is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Uniting Wealth Partners. His prior roles include positions at Ameriprise Financial Services and Northwest Bank. Kirk is active in his community, holding board memberships with the McKean County Community Foundation and Beacon Light Adult Residential Services, and participates in scholarship award decisions through the Peyton Kirk Memorial Scholarship. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, with a focus on long-term strategies and ongoing oversight.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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Dylan V

Series 66

Olean, NY

Commonwealth Financial Network

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron V

Series 66

Olean, NY

Commonwealth Financial Network

Aaron Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation. He has been with Commonwealth and Cedarwood Financial Partners since 2024. Prior to his advisory career, he held teaching positions at Jamestown Community College, Olean High School, and Portville Central School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and hundreds of thousands of clients, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Troy V

Series 63, Series 66

Olean, NY

Commonwealth Financial Network

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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