Kevin Addington
Advisor at Edward Jones
Updated today
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.
Location
Winchester, IN 47394
Credentials
Series 63, Series 66
Industry experience
26 years
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
Fee options
$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.
Location
113 West Franklin Street
Winchester, IN 47394
Most active in
Kevin A has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Edward Jones
2017 - Present (9 years)
Raymond James Financial Services Advisors Inc.
2015 - 2017 (2 years)
MainSource Bank
2015 - 2017 (2 years)
Raymond James Financial Services, INC
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant E
Series 66
Parker City, IN
True North Wealth
Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. 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, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.
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.
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