user avatar

Jeffrey Warren Arnold

Advisor at Edward Jones — Warrenton, MO W Booneslick Rd

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Warrenton, MO 63383-1912

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Warrenton, MO W Booneslick Rd

123 W Booneslick Rd

Warrenton MO 63383-1912

Advisors at this office

1

Most active in

Missouri

Work history

17 years of industry experience

Edward Jones

2021 - Present • 5 years

St. Louis, MO

Aig Capital Services, Inc.

2018 - 2021 • 3 years

Woodland Hills, CA

American General Life Insurance

2018 - 2021 • 3 years

Woodland Hills, CA

UNemployed

2017 - 2018 • 1 year

St Louis, MO

S2K Financial LLC

2017 - 2017 • 1 year

New York, NY

Nexbank Securities Inc

2015 - 2017 • 2 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Peoples Savings Wealth Management LLC and has previously worked at Peoples Savings Bank, Cambridge Investment Research Advisors, and the Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, focusing on insurance products and exchange-traded funds.

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

Sandra L

Series 63, Series 65

Hermann, MO

Lifemark Securities Corp.

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Daniel S

Series 63, Series 65

Hermann, MO

Benjamin F. Edwards & Company, Inc.

Daniel Schulte is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he manages a bed and breakfast business and works as a bartender at a local bar in Hermann, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

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
user avatar

Audrey M

Series 66

Warrenton, MO

Fidelity

Audrey Mcmillen is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following two years at Securian Financial Services and related entities. Prior to her finance career, she was employed at Pella Windows & Doors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Charitable giving & philanthropy Active portfolio management
user avatar

Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")