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Jeffrey Bruce Thompson

Advisor at Edward Jones — Benton, KY Us Hwy 68 East

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Benton, KY 42025

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeffrey Thompson is a financial advisor with Edward Jones in Benton, KY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a national network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Benton, KY Us Hwy 68 East

169 Us Hwy 68 East

Benton KY 42025

Advisors at this office

2

Most active in

Kentucky · Texas

Work history

21 years of industry experience

Edward Jones

2004 - Present • 22 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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Dalton C

Series 63, Series 65

Paducah, KY

MRA Advisory Group

Dalton Chandler II is a financial advisor at MRA Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Chandler has been with MRA Advisory Group since 2017. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers investment solutions including Biblically Responsible Investing, alternative investments, and private equity for eligible clients.

General retirement planning Retirement income strategy Life insurance needs analysis
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Brandon M

CFP®, Series 63, Series 65

Paducah, KY

AE Wealth Management, LLC

Brandon Morgan is a Certified Financial Planner (CFP®) with over 21 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Virtue Capital Management, Horter Investment Management, and the American Financial Education Alliance. Morgan serves on the boards of the Community Foundation of Western Kentucky and the FACE Foundation, where he is involved in education and humanitarian relief efforts. He is also president of Bradshaw & Weil Wealth Management, an insurance and financial planning agency, and is authoring a book on retirement planning for physicians. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and is currently an insurance agent with The Life Associates. Buchanan serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors, offering brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Heath B

CFP®, Series 63, Series 65

Paducah, KY

Edward Jones

Heath Bowling is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Paducah, KY. Outside of his advisory role, Bowling serves as a board member of the University of Kentucky Alumni Association in McCracken County, coordinating social, volunteer, and fundraising campaigns. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Jason M

Series 66

Paducah, KY

Cetera

Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Landon Y

Series 66

Paducah, KY

LPL Financial

Landon Young is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James Financial and Knight Wealth Advisors. He is also involved with Paducah Financial Consultants, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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