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
14 years
Location
Greenwood, MS 38930-3562
Edward Jones
Institution
Kathleen Manning is a financial advisor with Edward Jones in Greenwood, MS, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She worked at Guaranty Bank and Trust Company for six years before joining Edward Jones in 2018. 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.
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.
Greenwood, MS Grand Blvd
111 Grand Blvd
Greenwood MS 38930-3562
Advisors at this office
1
Mississippi · Texas
14 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Guaranty Bank and Trus Company
2012 - 2018 • 6 years
Indianola, MS
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
Greenwood, MS
Edward Jones
Dana Marshall is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Marshall worked at Powers Properties and America's Catch, Inc. Outside of advising, Marshall serves as an Administrative Council Member at St. John's UMC, where they participate in discussions on financial reports and vote on major expenses and administrative issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
Series 63, Series 66
Greenwood, MS
Edward Jones
Robert Spiller is a financial advisor with Edward Jones in Greenwood, MS. He holds Series 63 and Series 66 designations and has 39 years of industry experience, having been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and provides overlay and tax-efficient services under a fiduciary standard.
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