Jessica L Cox

Advisor at Edward Jones — Harrisburg, IL N Commercial

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Harrisburg, IL 62946

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

See office

Harrisburg, IL N Commercial

540 N Commercial Suite 500

Harrisburg IL 62946

Advisors at this office

1

Most active in

Illinois · Texas

Work history

11 years of industry experience

Edward Jones

2014 - Present • 12 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

Sandra S

Harrisburg, IL

Wabash Capital, Inc.

Sandra Smith is a financial advisor at Wabash Capital, Inc. in Harrisburg, Illinois, with 26 years of industry experience. She has been with Wabash Capital since 2000. Wabash Capital manages discretionary investment portfolios for individuals, trusts, corporations, foundations, pensions, and 401(k) plans using a top-down, fundamental investment approach focused on macroeconomic analysis and valuation metrics. The firm operates as a fee-only registered investment adviser emphasizing long-term, risk-based portfolio construction.

Wealth management Passive / index investing Active portfolio management
user avatar

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
user avatar

Jared L

Series 66

Eldorado, IL

LPL Financial

Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Michael T

Series 63, Series 65

Harrisburg, IL

Ameriprise

Michael Tison is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Legence Bank, and operated Tison Financial Group LLC. He serves on multiple nonprofit and community boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is a co-owner of Rainmaker Corporation, which manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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
user avatar

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
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