Jeremy Scott Harp

Advisor at Edward Jones — Siloam Springs, AR South Broadway

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

24 years

Location

Siloam Springs, AR 72761

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeremy Harp is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Siloam Springs, Arkansas. In addition to his advisory work, Harp serves as an adjunct professor at John Brown University, where he teaches a course titled Personal Finance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

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

Siloam Springs, AR South Broadway

104 South Broadway

Siloam Springs AR 72761

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

24 years of industry experience

Edward Jones

2002 - Present • 24 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

user avatar

Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
user avatar

Gerald D

Series 63, Series 65

Siloam Springs, AR

Auxarc Asset Management Company

Gerald Donner Jr. is an advisor at Auxarc Asset Management Company with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Auxarc since 2010. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management is an independent firm that serves individual investors and manages trust and retirement plan accounts through discretionary portfolio management. The firm focuses on longer-term, multi-cycle investment strategies with attention to flexibility and risk management, conducting client consultations primarily through home visits and maintaining an exclusive custodial relationship with a national custodian.

Active portfolio management
user avatar

Michele W

CFP®, Series 65

Centerton, AR

Facet

Michele Wostbrock is a CFP®-credentialed financial advisor with four years of industry experience. She currently works at Facet and has previously held roles at CapFinancial Partners LLC (CAPTRUST), PitchBook, Fluently Financial, Flourish Wealth Management, US Bank, and All Star Financial Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes, including machine-learning algorithms, and offers model-based asset allocations that emphasize exchange-traded funds alongside advanced strategies at higher service levels.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
user avatar

Alexander T

Series 66

Siloam Springs, AR

Edward Jones

Alexander Taylor is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Black Forge Capital, LLC and Tyson Foods Inc. Outside of his advisory role, Taylor is involved in property management through Uptown Ozarks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports clients through a nationwide network of over 23,700 advisors and offers additional services such as trust capabilities and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jose C

Series 63, Series 65

Centerton, AR

Edward Jones

Jose Cortez Jr. is a financial advisor at Edward Jones with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America NA, LPL Financial, and several regional banks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Randal R

CFP®, Series 66

Centeron, AR

Cetera

Randal Renkel is a CFP® with 25 years of experience and is affiliated with Cetera. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and has held roles at DARRCO, LLC, American Dehydrated Foods, Inc., and International Dehydrated Foods, Inc. from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

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