Joseph Tournear

Advisor at Edward Jones

Updated today

Location

Heber Springs, AR 72543

Credentials

Series 66

Industry experience

15 years

About

Joseph Tournear is a financial advisor with Edward Jones in Heber Springs, Arkansas, 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 serves as chairman of the Baptist Health Foundation in Heber Springs and is a volunteer election commissioner for the county. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over 23,000 financial advisors nationwide. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating 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

107 South 3 Rd Street

Heber Springs, AR 72543

Most active in

Arkansas · Texas

Work history

Edward Jones

2010 - Present (16 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

Jeannette T

Series 66

Heber Springs, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor at Hulsey Capital Management, Inc. with 15 years of industry experience. She holds a Series 66 designation and is a part-owner of Burton Eddington Jr, CPA, Inc., where she provides seasonal accounting and planning assistance. Additionally, she maintains an independent insurance agent license, primarily to support her clients' insurance needs. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with a long-term investment approach tailored to each client’s goals, while also integrating financial planning and consulting into its wealth management services.

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

Margaret M

Series 66

Heber Springs, AR

LPL Enterprise

Margaret Mcentire is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, LPL Financial, Worth Wealth Management, and Valley Bank & Trust. She serves as a non-profit board member of the Rotary Club of Cleburne County. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Kristopher Feeler is a financial advisor with Edward Jones in Fairfield Bay, AR, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Windstream. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
user avatar

Christine S

Series 63, Series 65

Heber Springs, AR

Cetera

Christine Schlicker is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and Integrity Financial, where she serves as president. Outside of her advisory role, she is involved in the sales and service of fixed insurance products through Integrity Financial, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions, supported by a unique integration of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Kimberley Owen is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Century 21 Dunaway and Hart Inc. from 2012 to 2017. Outside of advising, she has been involved with the sale of artwork through Red Door Gallery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics
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