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 66, Series 63
Experience Industry experience
27 years
Location
Salem, MO 65560
Edward Jones
Institution
Joseph Brand is a financial advisor with Edward Jones in Salem, MO, holding Series 66 and Series 63 licenses and possessing 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Brand serves as a trustee and chair of the advisory board for Southwest Baptist University's Salem campus and acts as secretary for Fair Acres Farm Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Salem, MO
907 South Pershing Avenue
Salem MO 65560
Advisors at this office
2
Missouri · Texas
27 years of industry experience
Edward D. Jones & Co., L.P.
1999 - Present • 27 years
Salem, MO
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 63, Series 65
Salem, MO
Archer Investment Corporation
William Stack is an advisor with Archer Investment Corporation holding Series 63 and Series 65 credentials and has two years of industry experience. He has been involved with American Elite Advisory since 2022 and has operated Stack Financial Services since 2001. Outside of advising, he publishes commentary as a precious metals analyst and is the author of the book "The 7.0% Solution." Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds, managing approximately $900 million. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across multiple asset classes, with both discretionary and model-based management options.
Series 66
Salem, MO
Edward Jones
Leah Nash is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VIP Kid and Town & Country Bank. Nash co-owns rental properties with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Series 63, Series 66
Salem, MO
LPL Financial
Etta Hearn is a financial advisor with LPL Financial in Salem, Missouri, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked at LPL Financial since 2013 and also has a role at Town and Country Bank dating back to 2012. Outside of her advisory work, she is involved in a family farm operation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.
Series 66
Salem, MO
LPL Financial
Richard Wiggins is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Financial and Riverways Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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