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Jeffrey O'neal

Advisor at Ameriprise

Updated today

Location

Paris, AR

Credentials

Series 66

Industry experience

5 years

About

Jeffrey O'Neal is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones from 2020 to 2024 and was employed at Subiaco Academy from 2015 to 2020. Outside of his advisory role, O'Neal serves on the Board of Directors for the Logan County Quorum Court, is President of the Rotary Club of Paris, Arkansas, and is a council member of St. Joseph Catholic Church parish council. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering personalized Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and adaptive advice in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Paris, AR

Most active in

Arkansas · Texas

Work history

Ameriprise

2024 - Present (2 years)

Edward Jones

2020 - 2024 (4 years)

Subiaco Academy

2015 - 2020 (5 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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Isaac P

Series 66

Paris, AR

LaSalle St. Investment Advisors, L.L.C.

Isaac Pelts is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds the Series 66 designation and has prior work experience at LPL Financial and River Valley Wealth Management. Before entering the financial industry, he worked in education at the University of the Ozarks and Lamar school district. Pelts is involved with River Valley Wealth Management as an investment representative. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a mix of active and passive investment strategies across various asset classes and manages a larger portion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Timothy C

Series 66

Paris, AR

LaSalle St. Investment Advisors, L.L.C.

Timothy Cleveland is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Wells Fargo Advisors. Cleveland is based in Paris, Arkansas. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both discretionary and non-discretionary investment strategies using various asset classes and is notable for its predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Donald H

Series 63, Series 66

Booneville, AR

Csenge Advisory Group, LLC

Donald Hall is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Integrity Alliance, Lion Street Financial, FSC Securities, and Csenge Advisory Group since 2020. Hall is also the owner of Wealth Strategies LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a combined fundamental and technical analysis approach with a rigorous relative-strength methodology to construct portfolios primarily of mutual funds and ETFs.

Founder/Business Owner Retired Approaching retirement
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Ronald W

Series 66

Clarksville, AR

Crews & Associates, inc.

Ronald Wylie is a financial advisor at Crews & Associates, Inc. with 27 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2003. Outside of his advisory role, he is president of M. Wylie Golf Concepts, a golf club repair and instruction business he has operated since 1996. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, and governmental entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis along with Riskalyze’s Nitrogen tool to tailor investment strategies, operating primarily on a non-discretionary basis with client authority over trade decisions.

Wealth management Passive / index investing
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Fay R

Series 66

Booneville, AR

Edward Jones

Fay Ray is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she serves as president of the Booneville Bearcat Football Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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Samuel G

Series 66

Paris, AR

Edward Jones

Samuel Griffith is a financial advisor with Edward Jones in Paris, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he spent 24 years at USA Truck Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

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