Advisor at Edward Jones
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Location
Dallas, OR 97338
Credentials
CFP®, Series 66
Industry experience
8 years
Jeremey Santee Malloy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Citizens Bank for five years. He is a board member of the Dallas Retirement Community in Dallas, OR, where he chairs the Board Development Committee and the Faith Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Based on Edward Jones
$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)
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.
760 S Main St Suite B
Dallas, OR 97338
Oregon · Texas
Edward Jones
2017 - Present (9 years)
Citizens Bank
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 65, Series 66
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Chad Campbell is a CFP® professional with 12 years of industry experience, currently serving at Capital Financial Planners since 2016. He previously worked at Kms Financial Services, Inc. from 2013 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach grounded in Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.
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