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Cynthia Gaye Davis

Advisor at Edward Jones — Searcy, AR E Race St

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Searcy, AR 72143

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cynthia Davis is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is president of Bermuda Lane Properties LLC, a real estate holdings company in Beebe, AR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and maintains a large national network of advisors and branch offices.

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

Searcy, AR E Race St

1315 E Race St

Searcy AR 72143

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

16 years of industry experience

Edward Jones

2010 - Present • 16 years

St. Louis, MO

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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Ellis S

CFA®, Series 63

Searcy, AR

APEX Wealth Management

Ellis Sloan is a CFA® charterholder with 29 years of industry experience, currently serving as the sole advisor at APEX Wealth Management. His career includes roles at Kernodle & Katon Tax and Asset Management Group and a long tenure as an assistant professor at Harding University. Sloan holds ownership interests in several non-investment related businesses, including land development and commercial property management. APEX Wealth Management provides tailored wealth management, financial consulting, and retirement plan services to individuals, high-net-worth clients, charitable organizations, and government entities. The firm employs a Modern Portfolio Theory-based investment approach, managing approximately $52 million across diverse client relationships with both discretionary and non-discretionary service models.

Founder/Business Owner Retired
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Amanda W

Series 65

Searcy, AR

Farther

Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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John P

Series 63, Series 66

Searcy, AR

Thrivent Investment Management

John Pinkley is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent and its predecessor entities since 2005. Outside of his advisory role, Pinkley receives residual income from a non-producing insurance agent position with AFLAC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these planning services separately from managed accounts, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Debra E

Series 66

Searcy, AR

Edward Jones

Debra Elgen is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones continuously since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a national network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Melanie W

Series 66

Searcy, AR

Edward Jones

Melanie Whitehurst is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VTN for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive

Barry B

Series 63, Series 66

Searcy, AR

Edward Jones

Barry Brown is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of Cha-Lex Holdings LLC, a holding company based in Searcy, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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