Jason Heleniak

Advisor at Edward Jones

Updated today

Location

Amory, MS 38821-3418

Credentials

Series 63, Series 66

Industry experience

23 years

About

Jason Heleniak is a financial advisor with Edward Jones in Amory, Mississippi, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and additional financial services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

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

243 North Main Street

Amory, MS 38821-3418

Most active in

Mississippi · Texas

Work history

Edward Jones

2002 - Present (24 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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John E

Series 63, Series 65

Fulton, MS

First Heartland Consultants, Inc.

John Ellis is a financial advisor with First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Woodmen Financial Services, Inc., Woodmen Of The World Life Insurance Society, and Whelin Security. Outside of advisory work, he serves as a volunteer board member of the Itawamba County Development Council and assists with family farm operations. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Randall R

CFP®, Series 66

Aberdeen, MS

Edward Jones

Randall Rollins is a CFP® professional with 8 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked in various independent contractor roles and spent eight years at Crown Liquors. Edward Jones is a full-service wealth management firm serving over four million clients, offering a broad range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Nolan B

CFP®, Series 63, Series 66

Aberdeen, MS

Edward Jones

Nolan Bowen is a CFP®-designated financial advisor with Edward Jones in Aberdeen, MS, with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Christopher J

Series 63, Series 65

Amory, MS

Primerica Advisors

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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