Derek Herlocker

Advisor at Edward Jones

Updated today

Location

Douglas, GA 31533

Credentials

Series 66

Industry experience

7 years

About

Derek Herlocker is a financial advisor at Edward Jones with seven years of industry experience, including eight years at Edward Jones. He holds a Series 66 designation. Outside of his advisory work, he is involved as a guest preacher at First Baptist Church Broxton and participates in farming activities as a partner at BBH Farms LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

310 Madison Avenue N

Douglas, GA 31533

Most active in

Georgia · Texas

Work history

Edward Jones

2018 - Present (8 years)

Young Living

2018 - 2018 (1 year)

First Baptist Church Homerville

2014 - 2018 (4 years)

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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