Derek Jason Dickens

Advisor at Edward Jones — Ozark, AL

Updated today

Credentials

Series 63, Series 66

Experience

20 years

Location

Ozark, AL 36360

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Dickens is a financial advisor with Edward Jones in Ozark, AL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of the Ozark Chamber of Commerce, president-elect of the Ozark Rotary Club, and as a reserve deputy with the Dale County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Multi-generational wealth transfer Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families Religious/faith focused

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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

Ozark, AL

129 S Court Square

Ozark AL 36360

Advisors at this office

1

Most active in

Alabama · Texas

Work history

20 years of industry experience

Edward Jones

2006 - Present • 20 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

user avatar

Clarence C

Series 65

Enterprise, AL

Attainable Wealth LLC

Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

General retirement planning General tax planning Cash flow / budgeting
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Brian M

Series 65

Enterprise, AL

BWB Advisory Group

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Options & derivatives strategies Annuities

Mark K

CFP®, Series 66

Midland City, AL

Facet

Mark Krystyn is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Facet and previously worked at Edward Jones for four years. Prior to his financial services career, he was involved in several entrepreneurial ventures including Veterans Cleaning Solutions LLC and Tartan Pines Development Company. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources framework and primarily utilizes ETF-based discretionary asset-allocation programs without charging percentage-of-assets-under-management fees.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Military & Veterans Founder/Business Owner
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William H

Series 63, Series 66

Enterprise, AL

Arkadios Wealth Advisors

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael T

CFP®, Series 66

Enterprise, AL

Vanderbilt Advisory Services

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Christine M

Series 66

Enterprise, AL

First Command Advisory Services

Christine Meitzler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with First Command entities since 2018, following a thirteen-year tenure in the education sector. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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