Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Ft Branch, IN 47648
Edward Jones
Institution
Jonathon Minton is a financial advisor with Edward Jones in Ft Branch, Indiana, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is a joint owner, with his wife, of a cattle farm and hunting business in Lynnville, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 financial advisors.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Ft Branch, IN
100 S Hull Street
Ft Branch IN 47648
Advisors at this office
2
Indiana · Texas
28 years of industry experience
Edward D. Jones & CO., L.P.
1998 - Present • 28 years
Ft Branch, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Haubstadt, IN
55 Wealth
Matthew Monroe is a financial advisor with 9 years of industry experience, currently working at 55 Wealth. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. He is also a licensed insurance agent and dedicates part of his professional time to insurance sales. 55 Wealth provides investment advisory and financial planning services focused on managed portfolios and written strategies for individuals, high-net-worth, and accredited investors. The firm builds portfolios aligned with clients’ risk tolerance and time horizon, employing asset allocation, dollar-cost averaging, and technical analysis, and offers discretionary and non-discretionary management.
Series 66
Haubstadt, IN
55 Wealth
Rachel Sterchi is a financial advisor at 55 Wealth with a Series 66 designation and three years of industry experience. Her prior work includes roles at R W Baird and First National Bank of Carmi. Outside of financial advising, she owns an online store called Mimis Downloads. 55 Wealth provides investment advisory and financial planning services primarily to individuals, high-net-worth, and accredited investors. The firm focuses on portfolio construction aligned with client risk tolerance and time horizon, using a combination of asset allocation, dollar-cost averaging, and technical analysis.
Series 65, Series 63
Mount Carmel, IL
Margin Advisory Group LLC
Hunter Fuller is a financial advisor at Margin Advisory Group LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at OneAmerica Securities, Inc. and American United Life. He serves as a board member for the Mt. Carmel Aces Boosters and Mt. Carmel Men's Club and owns the marketing business Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor state-registered investment firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals, using a combination of fundamental and technical analysis alongside modern portfolio theory.
Series 63, Series 65
Mount Carmel, IL
Margin Advisory Group LLC
Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.
Series 66
Mt Carmel, IL
Kingsview Wealth Management, LLC
Alisha Goebel Warren is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options through both discretionary and non-discretionary arrangements.
Series 63, Series 66
Mt Carmel, IL
Kingsview Wealth Management, LLC
Joshua Farley is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 23 years before joining Kingsview in 2024. Farley serves as President-Elect of the Alton-Godfrey Rotary. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.
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