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John Marshall Rhodes

Advisor at Edward Jones — Blue Eye, MO

Updated today

Credentials

Series 66

Experience

11 years

Location

Blue Eye, MO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

See office

Blue Eye, MO

Blue Eye MO

Advisors at this office

1

Most active in

Missouri

Work history

11 years of industry experience

Edward Jones, Inc.

2014 - Present • 12 years

Des Peres, MO

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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Allen R

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 registrations and has 35 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing proprietary strategies alongside third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Mavis L

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc. in Berryville, AR, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2016, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has a limited investment-related role as a power of attorney for another individual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services, combining proprietary and third-party model strategies with in-house equity and fixed income management.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

John F

Series 63, Series 65

Shell Knob, MO

Independent Financial Group, LLC

John Franklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial, Prudential Equity Group, and Northwestern Mutual, among others. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through various platforms and combines strategic asset allocation with multi-manager portfolios across standard risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Robbins Financial LLC and Charles Schwab & Co., Inc. outside of his current position. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and wealth management programs.

Tax-loss harvesting
user avatar

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise in Branson, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Robbins is involved as a silent partner in a local pizza business and participates as a speaker in seminars and workshops. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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