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Douglas Cahill

Advisor at Edward Jones

Updated today

Location

Morrilton, AR 72110

Credentials

Series 63, Series 66

Industry experience

32 years

About

Douglas Cahill is a financial advisor with Edward Jones in Morrilton, AR, holding Series 63 and Series 66 credentials and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Cahill serves on the board of the Conway County Center for Exceptional Children and is involved in ownership of tree farms and a frozen yogurt franchise in Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm operates with a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

201 N Moose St

Morrilton, AR 72110

Most active in

Arkansas · Texas

Work history

Edward D. Jones & CO., L.P.

1994 - Present (32 years)

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

Kevin L

Series 66

Conway, AR

Benjamin F. Edwards & Company, Inc.

Kevin Leach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in property management and commercial real estate through his ownership interests in Leach Properties LLC and Leach Crum and Deal Investments LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Laura H

Series 66

Conway, AR

Benjamin F. Edwards & Company, Inc.

Laura Holder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Laura is based in Conway, Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with periodic strategic oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Matthew C

CFP®, Series 66

Conway, AR

Edward Jones

Matthew Carpenter is a CFP®-designated financial advisor with Edward Jones in Conway, Arkansas, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and operates Makarios Ranch, LLC, which provides horse stabling, cattle raising, and sells chicken eggs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Wealth management Retired Founder/Business Owner Executive

Jason B

Series 66

Conway, AR

Edward Jones

Jason Braswell is a financial advisor with Edward Jones in Conway, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Braswell is a general member of a local referral group, BNI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert L

Series 63

Conway, AR

Ameriprise

Robert Leffert is a financial advisor with Ameriprise, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as Vice President of Business Development in relationship management at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John H

Series 66

Conway, AR

Edward Jones

John Howell III is a financial advisor with Edward Jones in Conway, Arkansas. He holds a Series 66 designation and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Karl Storz from 2015 to 2021. He is also the Vice President and Founder of Hyphen Inc., a business based in Little Rock, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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