Joshua Caleb Jones

Advisor at Edward Jones — Hope, AR South Main Street

Updated today

Credentials

Series 66

Experience

11 years

Location

Hope, AR 71801

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,130 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

Hope, AR South Main Street

1200 South Main Street

Hope AR 71801

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

11 years of industry experience

Edward Jones

2015 - Present • 11 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Steven M

CFP®, Series 66

Hope, AR

Edward Jones

Steven Mullins is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in his community as a Deacon and Trustee at First Baptist Church in Hope, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Twila C

Series 66

Hope, AR

Edward Jones

Twila Corbin is a financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmer's Bank and Trust from 2014 to 2017 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Daniel S

Series 66

Hope, AR

LPL Financial

Daniel Seitz is a financial advisor with LPL Financial in Hope, Arkansas, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, and Cadence Bank. Outside of his advisory work, he operated DJ's PC's, a business active for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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