Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
7 years
Location
Lexington, KY 40502
Edward Jones
Institution
Elizabeth Cawood is a CFP®-certified financial advisor with Edward Jones in Lexington, KY, where she has worked since 2019. She has seven years of industry experience, including four years at Sargent and Greenleaf prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and affiliated financial services.
Based on Edward Jones
$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)
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.
Lexington, KY Chinoe Rd
1060 Chinoe Rd Suite 136
Lexington KY 40502
Advisors at this office
1
Kentucky · Texas
7 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
Unemployed
2019 - 2019 • 1 year
Lexington, KY
Sargent and Greenleaf
2015 - 2019 • 4 years
Nicholasville, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 63, Series 65, Series 7, CPWA®
Lexington, KY
Raymond James Financial
Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.
Series 65
Lexington, KY
Griggs Capital LLC
Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.
ChFC®, Series 63, Series 65
Lexington, KY
Pulse Wealth
David Dedman is a financial advisor with Pulse Wealth in Lexington, KY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at Lexington Wealth Management, Cambridge Investment Research Advisors, Triad Advisors LLC, and Merrill. Pulse Wealth is an independent, single-advisor registered investment adviser managing approximately $50 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using customized portfolios with ETFs and diversified mutual funds, combining fundamental and technical analysis in a primarily long-term investment approach.
Series 63, Series 65
Lexington, KY
BRK Wealth Management LLC
Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.
CFP®, Series 63
Lexington, KY
Moneywise, Inc.
Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
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