Derek Lee Decker

Advisor at Edward Jones — Shepherdsville, KY Hwy 44 E

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Shepherdsville, KY 40165

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Decker is a CFP® professional at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at ABF Freight Systems for five 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 manages over $1 trillion in assets and offers a range of advisory strategies, encompassing discretionary and non-discretionary options, as well as affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance 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

Shepherdsville, KY Hwy 44 E

181 Hwy 44 E Suite 5

Shepherdsville KY 40165

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

6 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

ABF Freight Systems

2014 - 2019 • 5 years

Lousiville, KY

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

Leland L

CFP®, Series 63, Series 65

Bardstown, KY

Your Best Move Inc

Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

General retirement planning Income planning General tax planning Wealth management Doctor or Medical Professional Attorney Founder/Business Owner
user avatar

Zachary W

CFP®, Series 65

Shepherdsville, KY

Capital Markets IQ, LLC

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner Executive Attorney
user avatar

Preston H

Series 63, Series 65

Sheperdsville, KY

Wesbanco Securities, Inc.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
user avatar

David R

Series 63, Series 65

Sheperdsville, KY

Wesbanco Securities, Inc.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
user avatar

Karen W

Series 63, Series 65, Series 66

Sheperdsville, KY

Wesbanco Securities, Inc.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at WesBanco Securities since 2018 and previously held roles at WesBanco Bank, PNC Bank, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
user avatar

Andrew B

Series 66

Bardstown, KY

GWN Securities Inc.

Andrew Baird is a Series 66-credentialed financial advisor with nine years of industry experience, currently with GWN Securities Inc. since 2017. He also serves as president of Baird Appraisals Inc., a real estate appraisal business specializing in residential and some agricultural properties. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a blend of discretionary portfolio management and model-based allocations, including legacy tactical strategies such as market-timing and momentum approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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