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James Ringstaff

Advisor at Edward Jones

Updated today

Location

Neosho, MO 64850

Credentials

Series 66

Industry experience

11 years

About

James Ringstaff is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

2502 Lusk Drive Suite D

Neosho, MO 64850

Most active in

Missouri · Texas

Work history

Edward Jones

2014 - Present (12 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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Troy S

CFP®, Series 63, Series 66

Joplin, MO

Truenorth Wealth & Impact, LLC

Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
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Connor W

Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
user avatar

Bryan V

CFP®, CFA®, Series 63, Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.

Tax-loss harvesting Wealth management Private / alternative investments
user avatar

Jacob H

Series 66

Neosho, MO

Realta Investment Advisors, Inc

Jacob Harvey is a financial advisor at Realta Investment Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Concorde Investment Services, LLC and Contineo Advisors, LLC. In addition to his advisory role, he is involved with Tax Alpha Companies, which provides tax strategy services to high-net-worth individuals, CPAs, and attorneys. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets with a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investment options through a platform that supports both advisor-directed and third-party managed accounts.

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed
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Dianne E

Series 63, Series 66

Neosho, MO

Cetera

Dianne Eggert is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms including Voya Financial and Directed Services, LLC. Outside of her advisory role, she is active as a public speaker at churches and faith-based events. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kevin H

Series 63, Series 66

Neosho, MO

Edward Jones

Kevin Hatfield is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 designations. Outside of advising, he performs marriages and officiates funerals and is co-owner of an event venue rental business in Pierce City, MO. 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 nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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