Joshua Jones

Advisor at Edward Jones

Updated today

Location

Hope, AR 71801

Credentials

Series 66

Industry experience

11 years

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

1200 South Main Street

Hope, AR 71801

Most active in

Arkansas · Texas

Work history

Edward Jones

2015 - Present (11 years)

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® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Hope, Arkansas. Outside of his advisory role, Mullins serves as a Deacon and Trustee at First Baptist Church in Hope, where he participates in guiding church activities and approving budgets. Edward Jones is a full-service wealth management firm with a nationwide network of over 23,700 financial advisors serving individual and institutional clients. The firm offers a broad range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Wealth management Business ownership considerations 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 six years of industry experience. His prior roles include positions at Cadence Bank, Edward Jones, Bank of America, Merrill, and Seitz & Roebuck LLC. Before entering financial services, he operated DJ's PC's for over a decade. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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