Kevin Callos

Advisor at Edward Jones

Updated today

Location

Bonners Ferry, ID 83805

Credentials

Series 63, Series 66

Industry experience

22 years

About

Kevin Callos is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he co-owns a small business focused on archery arrow repair called The Broken Arrow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of 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 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

6673 Main St Suite B

Bonners Ferry, ID 83805

Most active in

Idaho · Texas

Work history

Edward Jones

2003 - Present (23 years)

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

Mark D

Series 66

Bonners Ferry, ID

Independent Financial Group, LLC

Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, Dobrilovic is involved in tax preparation and accounting through North Idaho Tax and Financial, a firm he owns with his son, and he holds ownership positions in several business ventures including a marketing DBA and a tax services holding company. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via its AccessPoint platform and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Merle A

Series 66

Bonners Ferry, ID

Edward Jones

Merle Ansley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Mountain West Bank from 2012 to 2017. Outside of his advisory role, Ansley serves as a board member and Chairman of the Planning Committee for Boundary Community Hospital in Bonners Ferry, Idaho. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Samantha Y

Series 66

Bonners Ferry, ID

Edward Jones

Samantha Young is a financial advisor at Edward Jones in Bonners Ferry, Idaho, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones, she worked at Mountain West Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices across the country.

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