Derek Michael Witt

Advisor at Edward Jones — Huntsville, AR Gary Hatfield Way

Updated today

Credentials

CFP®, Series 66

Experience

12 years

Location

Huntsville, AR 72740

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Witt is a CFP®-certified financial advisor with Edward Jones, based in Huntsville, AR, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved in general farm labor at Witt Family Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

Huntsville, AR Gary Hatfield Way

162 Gary Hatfield Way Ste E

Huntsville AR 72740

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 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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