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Jeffrey O'neal

Advisor at Ameriprise — Paris, AR

Updated today

Credentials

Series 66

Experience

6 years

Location

Paris, AR

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jeffrey O'Neal is a financial advisor with Ameriprise in Paris, Arkansas, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and has experience outside finance as a teacher at Subiaco Academy. His other activities include serving as a Justice of the Peace on the Logan County Quorum Court, president of the Rotary Club of Paris, and a member of the St. Joseph Catholic Church parish council. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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

See office

Paris, AR

Paris AR

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

6 years of industry experience

Ameriprise

2024 - Present • 2 years

Paris, AR

Edward Jones

2020 - 2024 • 4 years

St Louis, MO

Subiaco Academy

2015 - 2020 • 5 years

Subiaco, AR

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 with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and has experience with River Valley Wealth Management. Prior to entering the financial industry, he worked in education at the University of the Ozarks and Lamar School District. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, with a notable emphasis on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Timothy C

Series 66

Paris, AR

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

Timothy Cleveland is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at LPL Financial LLC, Wells Fargo Advisors, and Edward Jones. He operates in Paris, Arkansas. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, including third-party manager oversight and qualified plan consulting.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

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
user avatar

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.

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

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

Johnna B

Series 66

Clarksville, AR

Edward Jones

Johnna Baker is a Series 66-licensed financial advisor with Edward Jones, based in Clarksville, Arkansas. She has a total of nine years of industry experience, all with Edward Jones. Outside of her advisory role, she is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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