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Jason Jerome Flynn

Advisor at Edward Jones — Stanford, KY Ag Way

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Stanford, KY 40484

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jason Flynn is a CFP®-certified financial advisor with Edward Jones in Stanford, Kentucky, where he has worked since 2001, totaling 24 years of industry experience. He serves as a board member for the Stanford Lions Club, Ephraim McDowell Hospital’s finance board, and CASA of Lexington. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory services, including discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

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

See office

Stanford, KY Ag Way

100 Ag Way Suite 2

Stanford KY 40484

Advisors at this office

3

Most active in

Kentucky · Texas

Work history

25 years of industry experience

Edward Jones

2001 - Present • 25 years

St. Louis, MO

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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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar

James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is involved in audio/video theatrical scriptwriting through his company, Garner Productions, where he serves as writer, producer, actor, director, and host. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, combining discretionary and non-discretionary strategies supervised by an Investment Strategy Committee.

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

Series 66

Danville, KY

PNC Wealth Management

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Christopher W

Series 65

Danville, KY

Hornor, Townsend & Kent, LLC

Christopher Wood is a financial advisor with Hornor, Townsend & Kent, LLC. He holds a Series 65 credential and has experience spanning roles in financial services since 2019, including work with Guardian Financial Strategies and Asset Marketing Systems. Prior to his financial career, he served with the Dallas Police Department for 13 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing approximately $8.37 billion in discretionary assets under management as of year-end 2025.

Business succession planning Wealth management
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