Kevin G Addington

Advisor at Edward Jones — Winchester, IN

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Winchester, IN 47394

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Addington is a financial advisor with Edward Jones in Winchester, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Raymond James Financial Services Advisors Inc. and MainSource Bank from 2015 to 2017. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management

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

Winchester, IN

113 West Franklin Street

Winchester IN 47394

Advisors at this office

1

Most active in

Indiana · Texas

Work history

27 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Raymond James Financial Services Advisors Inc.

2015 - 2017 • 2 years

Portland, IN

Mainsource Bank

2015 - 2017 • 2 years

Portland, IN

Raymond james Financial Services, Inc

2015 - 2017 • 2 years

Portland, IN

LPL Financial

2012 - 2015 • 3 years

Quest Capital Strategies, Inc.

2010 - 2010 • 1 year

Chase Investment Services Corp.

2008 - 2008 • 1 year

Muncie, IN

Simply Money Advisors

2004 - 2004 • 1 year

Greenville, OH

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

Grant E

Series 66

Parker City, IN

True North Wealth

Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.

Business sale tax planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner
user avatar

Matthew H

Series 66

Farmland, IN

Edward Jones

Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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