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Credentials
Series 66
Experience Industry experience
13 years
Location
Stockton, MO 65785
Edward Jones
Institution
Jeremy Fowler is a Series 66-licensed financial advisor with Edward Jones, based in Stockton, Missouri. He has 13 years of industry experience and has been with Edward Jones since 2012. Fowler serves as a board member for both the Lamar R-1 School District and the Stockton Recreation Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
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.
Stockton, MO
107 West Highway 32 Suite H
Stockton MO 65785
Advisors at this office
1
Missouri · Texas
13 years of industry experience
Edward Jones
2012 - Present • 14 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 66, Series 63
Humansville, MO
Empower Advisory Group
Caleb Millsap is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Empower Financial Services, Bank of America, TD Ameritrade, Bountiful Enterprises, and American Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services focus on integrated financial planning and managed account solutions, leveraging proprietary and third-party methodologies within a large-scale platform.
Series 63, Series 65
Stockton, MO
Thrivent Investment Management
Janet Lindner is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Simmons Bank from 2016 to 2020 before joining Thrivent in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”
Series 66
El Dorado Springs, MO
Edward Jones
Bo Bishop is a financial advisor with Edward Jones in El Dorado Springs, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns rental property in Nevada, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.
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