Jessica Cox

Advisor at Edward Jones

Updated today

Location

Harrisburg, IL 62946

Credentials

CFP®, Series 66

Industry experience

11 years

About

Jessica Cox is a financial advisor at Edward Jones in Harrisburg, IL, holding CFP® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the president of Cox Custom Coops and Cabins, an LLC based in Stonefort, IL. 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 programs and investment strategies, operating 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 Wealth management General estate planning guidance Business ownership considerations

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

540 N Commercial Suite 500

Harrisburg, IL 62946

Most active in

Illinois · Texas

Work history

Edward Jones

2014 - Present (12 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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Dean W

Series 63, Series 65

Harrisburg, IL

Cornerstone Wealth Management, LLC

Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
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Jared L

Series 66

Eldorado, IL

LPL Financial

Jared Leslie is a financial advisor with LPL Financial in Eldorado, IL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at several firms including Banterra Insurance & Investments Inc. and The Assurance Group within the same year. Outside of his advisory role, Jared is a licensed notary. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit products through affiliated agencies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael T

Series 63, Series 65

Harrisburg, IL

Ameriprise

Michael Tison is a financial advisor with Ameriprise in Harrisburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and leadership of Tison Financial Group LLC. He serves on several nonprofit boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is involved in community finance and development organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Cameron N

CFP®, Series 66

Harrisburg, IL

Edward Jones

Cameron Newbold is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Harrisburg, IL. Outside of his advisory role, he is the owner of K and N Properties, which holds rental property related to the Edward Jones office in Harrisburg. 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 operates through a network of more than 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Michael S

CFP®, Series 63, Series 66

Harrisburg, IL

Ameriprise

Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jessica S

Series 66

Harrisburg, IL

Ameriprise

Jessica Stephens is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Michael Stewart & Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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