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Jeffrey Cooley

Advisor at Edward Jones

Updated today

Location

Covington, TN 38019

Credentials

Series 63, Series 66

Industry experience

31 years

About

Jeffrey Cooley is a financial advisor with Edward Jones in Covington, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services including discretionary and non-discretionary 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

104 West Liberty

Covington, TN 38019

Most active in

Tennessee · Texas

Work history

Edward Jones

2005 - Present (21 years)

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

James M

Series 66

Atoka, TN

Ameriprise

James Mason is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in legal services and education. Outside of his advisory role, Mason owns Prestige Worldwide, a live music entertainment and music ministry business based in Atoka, Tennessee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Justin P

Series 66

Brighton, TN

Edward Jones

Justin Pembroke is a financial advisor with Edward Jones in Brighton, Tennessee, holding a Series 66 credential and with two years of industry experience. Prior to joining Edward Jones, he worked at Adrenaline LLC, USAA Federal Savings Bank, and First Horizon Bank. He is involved in a meal planning business with his spouse, assisting with bookkeeping activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is recognized for its extensive network of advisors and branch offices across the country.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Steven J

Series 66

Atoka, TN

Edward Jones

Steven Jones is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in commercial property rental in Atoka, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

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

Stephanie B

Series 66

Atoka, TN

Edward Jones

Stephanie Billings is a financial advisor at Edward Jones in Atoka, Tennessee, holding a Series 66 designation with three years of industry experience. Her work history includes seven years at Levite Vocal School and three years as a stay-at-home mom prior to joining Edward Jones. 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 solutions supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

James C

Series 63

Atoka, TN

Ameriprise

James Craig Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He previously worked at LPL Financial from 2015 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Atoka Industrial Development Board and is Vice Chairman of Promise 4 Hope Ministries. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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