John Lackman

Advisor at Edward Jones

Updated today

Location

Hermann, MO 65041

Credentials

Series 66

Industry experience

2 years

About

John Lackman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Melton Machine & Control Company for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General retirement planning Wealth 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

231 East 1 St Street

Hermann, MO 65041

Most active in

Missouri · Texas

Work history

Edward Jones

2023 - Present (3 years)

Melton Machine & Control Company

2014 - 2023 (9 years)

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

Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management
user avatar

James S

Series 63, Series 65

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining &Partners in 2024, he spent 25 years at Edward D. Jones & Co., L.P. In addition to his advisory work, he manages a farm in Gerald, MO, which includes leasing land for hunting and crop production. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive

Danielle D

Series 66

Warrenton, MO

Edward Jones

Danielle Diller is a financial advisor at Edward Jones in Warrenton, MO, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience at Fort Bragg Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Donald R

Series 63, Series 66

New Haven, MO

Edward Jones

Donald Ruzicka is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations. His career includes seven years at Scottrade before joining Edward Jones, where he has worked since 2018. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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