Kevin J. Brown

Advisor at Edward Jones — Bowling Green, MO

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

37 years

Location

Bowling Green, MO 63334

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner

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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

Bowling Green, MO

822 South Court Street

Bowling Green MO 63334

Advisors at this office

2

Most active in

Missouri · Texas

Work history

37 years of industry experience

Edward D. Jones & Co., L.P.

1999 - Present • 27 years

Bowling Green, MO

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

Jason H

Series 63, Series 65

Louisiana, MO

Ameriprise

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1989. Outside of advising, he participates seasonally in his family farming operation, assisting with combine and grain truck duties during harvest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Velma B

Series 63, Series 66

Bowling Green, MO

Ameriprise

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Bowen is involved with a family farm used for hunting activities, managed through Bowen Properties, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides comprehensive, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

James H

Series 63, Series 65

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and commercial real estate properties, and he serves on the board of directors for Ruth Jensen Village. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice based on detailed analysis of income sources, tax strategies, and Social Security options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Kayla C

CFP®, ChFC®, Series 66

Bowling Green, MO

Edward Jones

Kayla Caldwell is a financial advisor with Edward Jones in Bowling Green, MO, holding CFP® and ChFC® designations and eight years of industry experience. She worked at Sysco Corporation for five years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
user avatar

Eddie C

CFP®, Series 66

Frankford, MO

Edward Jones

Eddie Collier II is a CFP® with Edward Jones, where he has worked since 2013, accumulating 13 years of experience in the financial industry. He holds the Series 66 designation and is based in Frankford, MO. 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 under management through a large network of financial advisors and branch offices and offers a range of advisory programs with fiduciary standards and affiliated investment products.

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

Sylvia C

Series 66

Bowling Green, MO

Ameriprise

Sylvia Creech is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Veterans United Home Loans and has held various roles in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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