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Joanna Hirsh

Advisor at Edward Jones

Updated today

Location

Newton, KS 67114-9009

Credentials

Series 66

Industry experience

10 years

About

Joanna Hirsh is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

2305 S Kansas Rd Suite 106

Newton, KS 67114-9009

Most active in

Kansas · Texas

Work history

Edward Jones

2015 - Present (11 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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John M

CFP®, Series 65

Newton, KS

Longview Advisors, LLC

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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William E

Series 63, Series 65

Halstead, KS

First Command Advisory Services

William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Steven N

Series 63, Series 65

Newton, KS

Cetera

Steven Nikkel is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Outside of his advisory role, he serves as treasurer and board member of church planning committees, where he helps distribute funds and researches new potential church congregations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

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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Nathaniel H

Series 66

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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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Sandra R

Series 66

Newton, KS

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Sandra Rohe is a financial advisor with Ameriprise in Newton, Kansas, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves on the Board of Directors for the Caring Hands Humane Society and acts as Secretary of the Hospitality Commission at Bethel College Mennonite Church. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting process to deliver tailored retirement income advice.

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

Series 66

Newton, KS

Cetera

Denise Voth is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has been with Cetera and its affiliated entities since 2016. Outside of her advisory role, she serves as treasurer for the Goessel Recreation Commission and the Goessel Bluebird Backers, handling bookkeeping and financial reporting. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

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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