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Jeffrey Litel

Advisor at Edward Jones

Updated today

Location

Coleridge, NE

Credentials

Series 66

Industry experience

7 years

About

Jeffrey Litel is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked for nearly two decades with the Yucaipa-Calimesa Joint Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial 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

Coleridge, NE

Most active in

California · Nebraska · Texas

Work history

Edward Jones

2018 - Present (8 years)

Yucaipa-Calimesa Joint Unified School District

1999 - 2018 (19 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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Matthew D

Series 63, Series 66

Hartington, NE

Cetera

Matthew Dresden is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at several firms including Summit Financial Group Inc and Security Wealth Strategies. Outside of his advisory roles, Dresden serves on the boards of Holy Trinity Catholic Church and Northeast Community College Foundation. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Scott R

Series 63, Series 65

Laurel, NE

Ameriprise

Scott Rath is a financial advisor with Ameriprise in Laurel, Nebraska, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Rath serves on the Board of Directors and Finance Committee of Faith Community Church and volunteers with the Laurel Volunteer Fire & Rescue. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 63, Series 65

Hartington, NE

Cetera

Garrett Heine is an investment advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he mentors a new investment club at Cedar Catholic High School. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Mark L

Series 66

Randolph, NE

OSAIC

Mark Linville is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, he spent 18 years with Securities America, Inc. He also serves as President of First State Bank and Chairman of First State Bancorp, Inc., and volunteers as a leader at youth and disabled kids camps in Nebraska. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes technology-driven portfolio management tools and offers a broad range of investment programs and platforms to support its network of over 6,200 financial advisors.

Annuities Founder/Business Owner Executive Retired
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