Jennifer Childress Hampton

Advisor at Edward Jones — Martin, TN S Lindell Street

Updated today

Credentials

Series 66

Experience

17 years

Location

Martin, TN 38237

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

Jennifer Hampton is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she co-owns a women’s and children’s clothing boutique with her husband in Union City, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, providing comprehensive investment and fiduciary services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

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

Martin, TN S Lindell Street

403 S Lindell Street

Martin TN 38237

Advisors at this office

2

Most active in

Tennessee · Texas

Work history

17 years of industry experience

Edward Jones

2009 - Present • 17 years

St. Louis, MO

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 V

ChFC®, Series 63

Fulton, KY

Silver Oak Securities, Inc.

Robert Voegeli is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 63 designations, and has 49 years of industry experience. He has worked at Silver Oak Securities since 2006 and has been affiliated with Connecticut Mutual Life Insurance since 1976. Voegeli is also the proprietor of Financial Service Associates, a business focused on insurance and investment product sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs featuring primarily discretionary investment management tailored to client objectives and risk tolerances, supported by proprietary operational platforms and methods.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Emily S

Series 65

Union City, TN

The Burney Company

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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John D

Series 65

Union City, TN

The Burney Company

John Drerup is a financial advisor with The Burney Company, holding a Series 65 designation and over 21 years of industry experience. He has been with The Burney Company since 2004. Outside of his advisory role, he manages Maverick Investments, LLC, overseeing company investments and business operations. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team platform that offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Bradley H

Series 66

Union City, TN

LPL Financial

Bradley Harris is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory services supported by extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Dalton L

CFP®, Series 66

Union City, TN

Edward Jones

Dalton Lewis is a CFP® with nine years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Union City, TN. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Benjamin F

Series 66

Union City, TN

Robert Baird & Co.

Benjamin Ferguson is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is an owner of two recreational properties, River Bend Hunting Club, LLC and Brown Creek Lodge LLC, located in Tennessee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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