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Jeffrey Arnold

Advisor at Edward Jones

Updated today

Location

Warrenton, MO 63383-1912

Credentials

Series 63, Series 66

Industry experience

17 years

About

Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

123 W Booneslick Rd

Warrenton, MO 63383-1912

Most active in

Missouri

Work history

Edward Jones

2021 - Present (5 years)

Aig Capital Services, Inc.

2018 - 2021 (3 years)

American General Life Insurance

2018 - 2021 (3 years)

UNemployed

2017 - 2018 (1 year)

S2K Financial LLC

2017 - 2017 (1 year)

Nexbank Securities Inc

2015 - 2017 (2 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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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management

Danielle D

Series 66

Warrenton, MO

Edward Jones

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Audrey M

Series 66

Warrenton, MO

Fidelity

Audrey Mcmillen is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Minnesota Life Insurance Company, Securian Financial Services, and Pella Windows & Doors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management
user avatar

Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera in Warrenton, MO, holding a Series 66 designation and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and currently owns and operates Burke Financial Advisors, LLC. Burke is also a board member of the Greater Warren County Economic Development Council. 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 discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range 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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Tanya S

Series 63, Series 65

Warrenton, MO

Fidelity

Tanya Sheils is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Fidelity in various roles since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its registration as a commodity pool operator and its role in delivering model portfolios using systematic methodologies and AI-driven research.

Charitable giving & philanthropy Active portfolio management

Adam L

Series 66

Warrenton, MO

Edward Jones

Adam Lawler is a financial advisor at Edward Jones in Warrenton, Missouri, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Missouri Farm Bureau Insurance for two years and Old Dominion Freight Lines for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a large nationwide network of financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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