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Deborah Jo Davis

Advisor at Edward Jones — Harlan, IA Market St

Updated today

Credentials

Series 66

Experience

17 years

Location

Harlan, IA 51537

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

Deborah Davis is a financial advisor with Edward Jones in Harlan, Iowa, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages administrative duties for a family rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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

Harlan, IA Market St

616 Market St

Harlan IA 51537

Advisors at this office

2

Most active in

Iowa · Texas

Work history

17 years of industry experience

Edward Jones

2013 - Present • 13 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

Thad N

Series 66

Harlan, IA

Edward Jones

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Retirement income strategy Retired Founder/Business Owner Executive

Kayla J

Series 63, Series 66

Harlan, IA

Edward Jones

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Diane S

Series 66

Harlan, IA

Thrivent Investment Management

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Thomas Z

Series 66

Harlan, IA

LPL Financial

Thomas Zaccone is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Hough & Zaccone Investment Management and running Zaccone Investments. Outside of advising, he was involved with the Harlan Golf & Country Club. LPL Financial serves individual and institutional clients through a nationwide network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)

Rebecca M

Series 66

Harlan, IA

Edward Jones

Rebecca Mc Clain is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work includes roles at Rolling Hills Bank and Trust and Dallas Johnson Greenhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony H

Series 63, Series 66

Harlan, IA

LPL Financial

Anthony Hough is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entity since 2000. Outside of his advisory role, he is a business owner of Hough Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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