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James Patrick Stiles

Advisor at &PARTNERS — New Haven, MO

Updated today

Credentials

Series 65, Series 63

Experience

27 years

Location

New Haven, MO 63068

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

540

Across 185 offices

Clients per advisor

100 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

James Stiles is a financial advisor with &PARTNERS who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before joining &PARTNERS in 2024. Outside of his advisory work, he manages a farm land property leased for hunting and crop production in Gerald, MO. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers to offer discretionary and non-discretionary portfolio management across various investment strategies.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

Location

See office

New Haven, MO

201 Immanuel Avenue

New Haven MO 63068

Advisors at this office

1

Most active in

Missouri · Texas

Work history

27 years of industry experience

&Partners, Llc

2024 - Present • 2 years

Nashville, TN

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

1999 - 2024 • 25 years

New Haven, MO

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

Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He has worked at Argent Capital Management and currently leads 1035 Capital Management LLC. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back-office support for financial advisors. 1035 Capital Management LLC is an independent registered investment adviser managing approximately $5.1 million for individuals, high-net-worth clients, family offices, and institutional clients. The firm employs a combination of bottom-up fundamental analysis, macro/sector and technical inputs, and proprietary tools across specialized strategies including small-cap equity, preferred securities, and commodity trend following.

Active portfolio management Concentrated stock management
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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Peoples Savings Wealth Management LLC and has previously worked at Peoples Savings Bank, Cambridge Investment Research Advisors, and the Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, focusing on insurance products and exchange-traded funds.

Annuities College savings (529s, UTMA, etc.) Debt management
user avatar

Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
user avatar

Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, Inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Management Advisors in 2020, she worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she participates actively in local community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to deliver primarily non-discretionary advice, combining fundamental and technical analysis across a range of investment strategies.

Annuities General tax planning Retirement income strategy Wealth management
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Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
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Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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