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Jeffrey Jon Piskos

Advisor at Edward Jones — Camden, TN

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Camden, TN 38320

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeffrey Piskos is a financial advisor with Edward Jones in Camden, Tennessee, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and operates a thrift store and several seasonal Halloween-related businesses in Camden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and over 15,000 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

See office

Camden, TN

28 North Church Avenue

Camden TN 38320

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

27 years of industry experience

Edward D. Jones & Co., L.P.

1999 - Present • 27 years

Paris, TN

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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Kathryn S

Series 66

Camden, TN

Raymond James Financial

Kathryn Snyder is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at firms including LPL Financial and UBS Financial Services, and is the owner of a dance studio and a daffodil farm. Snyder also serves as vice president of the Dickson Referral Railway chapter of BNI, a business networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher N

Series 66

Camden, TN

Cetera

Christopher Nunnery is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 designation and has been with Cetera Investment Advisers LLC since 2007. In addition to his advisory role, he is the managing partner at Nunnery, Poyner & Bohannon, PC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary options.

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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