Jonathan Wright

Advisor at Edward Jones

Updated today

Location

Paragould, AR 72450

Credentials

Series 66

Industry experience

10 years

About

Jonathan Wright is a Series 66-credentialed financial advisor with Edward Jones in Paragould, Arkansas, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is a part owner of a small beekeeping operation called Natural State Honey, which produces and plans to sell honey as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various managed account strategies and proprietary investment products 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

124 South Linwood Drive

Paragould, AR 72450

Most active in

Arkansas · Texas

Work history

Edward Jones

2016 - Present (10 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

Timothy B

Series 63, Series 66

Paragould, AR

Dickinson Barnum Investment Management, LLC

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Wealth management
user avatar

Christopher D

Series 63, Series 65

Paragould, AR

Dickinson Barnum Investment Management, LLC

Christopher Dickinson is a financial advisor with Dickinson Barnum Investment Management, LLC in Paragould, Arkansas. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Dickinson Barnum, he has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of his advisory role, he co-owns a hunting club and serves on the board of the Arkansas State Police Foundation. Dickinson Barnum Investment Management, LLC is a state-registered adviser that provides active discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as personal trusts and estates. The firm employs a value-biased investment approach based on fundamental analysis and manages roughly $60 million across several hundred client relationships.

Wealth management
user avatar

Olivea J

Series 65

Paragould, AR

AAN Wealth Advisors LLC

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

General retirement planning Retirement income strategy Wealth management
user avatar

William D

Series 63, Series 65

Paragould, AR

Momentum Independent Network Inc.

William Dickey is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at Sws Financial Services since 2009. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services including managed accounts, financial planning, and retirement plan consulting. The firm utilizes third-party managers and Envestnet for investment advice and account management, integrating with Hilltop affiliates for municipal bond strategies and cash management solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

William C

Series 66

Paragould, AR

Ally invest Advisors

William Causey is a financial advisor with Ally Invest Advisors, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Edward Jones and Legacy National Bank. Outside of advising, he works as a Contact Center Representative supporting Ally Bank customers with account maintenance and product education. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and strategy variants, supported by automated algorithms and supervised monitoring.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy

Jason N

CFP®, Series 66

Paragould, AR

Edward Jones

Jason Noel is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. His work history is solely with Edward Jones, and he also participates as a preacher at various churches in Paragould, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
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