Jeremy Harp

Advisor at Edward Jones

Updated today

Location

Siloam Springs, AR 72761

Credentials

CFP®, Series 63, Series 66

Industry experience

23 years

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 income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management

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

104 South Broadway

Siloam Springs, AR 72761

Most active in

Arkansas · Texas

Work history

Edward Jones

2002 - Present (24 years)

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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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
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Gerald D

Series 63, Series 65

Siloam Springs, AR

Auxarc Asset Management Company

Gerald Donner is the sole advisor at Auxarc Asset Management Company in Siloam Springs, Arkansas, holding Series 63 and Series 65 designations with 37 years of industry experience. He has worked at Auxarc since 2010 and has been associated with Linsco/Private Ledger since 2000. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management primarily serves individual investors and may also manage trust and retirement plan accounts, offering discretionary portfolio management and asset-based advisory services. The firm’s investment approach focuses on longer-term, multi-cycle strategies with an emphasis on flexibility and risk management rather than short-term market tracking.

Active portfolio management
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Matthew B

Series 63, Series 66

Centerton, AR

Empower Advisory Group

Matthew Bessette is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates over short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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
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Jose C

Series 63, Series 65

Centerton, AR

Edward Jones

Jose Cortez Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Bank of America NA, and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Centeron, AR

Cetera

Randal Renkel is a CFP® with 25 years of industry experience, currently serving as a financial advisor at 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 serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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