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
Series 66
Experience Industry experience
14 years
Location
Clovis, NM 88101
Edward Jones
Institution
Ethan Tucker is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors.
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.
Clovis, NM Pile Street
405 Pile Street
Clovis NM 88101
Advisors at this office
1
New Mexico · Texas
14 years of industry experience
Edward Jones
2012 - Present • 14 years
Portales, NM
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.
Series 66
Clovis, NM
Edward Jones
Marissa Lucas is a financial advisor with Edward Jones in Clovis, NM, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2019 with a break at American Heritage Bank from 2020 to 2022. Outside of her advisory role, she owns several rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 63, Series 66
Clovis, NM
Edward Jones
Earl Turvaville is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member and secretary for Lighthouse Mission, Inc., a local rescue mission serving the homeless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches nationwide.
Series 66
Clovis, NM
LPL Financial
Mason Odom is a financial advisor with LPL Financial in Clovis, NM, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2019 and has been with The Bank of Clovis since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plan participants, banks, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Series 66
Clovis, NM
Edward Jones
Alan Kinlund is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member at Eastern New Mexico University and is involved in real estate development through a partnership coordinating the building of duplexes. 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.
Series 66
Clovis, NM
LPL Financial
Jason Hennessy is a financial advisor with LPL Financial in Clovis, NM, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2012 and previously spent four years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.
CFP®, ChFC®, Series 66
Clovis, NM
Edward Jones
Tyler Lucas is a financial advisor with Edward Jones in Clovis, NM, holding the CFP®, ChFC®, and Series 66 credentials, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Chili's and the City of Clovis. He also serves as an adjunct professor, teaching financial planning courses remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.
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