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 65
Experience Industry experience
21 years
Location
Clinton, IL 61727
Edward Jones
Institution
Kim O'donohue is a financial advisor at Edward Jones with 21 years of industry experience. O'donohue holds Series 63 and Series 65 designations and has been with Edward Jones since 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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.
Clinton, IL State Route 54 W
1160 State Route 54 W Ste C
Clinton IL 61727
Advisors at this office
1
Illinois · Texas
21 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
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.
CFP®
Clinton, IL
Sound Financial Solutions, Inc.
Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.
CFP®, Series 66
Clinton, IL
Edward Jones
Alec Martin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He has prior work experience at Illinois State University and ADM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 63, Series 66
Clinton, IL
Cetera
James Harrold II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Cetera since 1991 and has operated Harrold Financial Consulting since 2011. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program options.
CFP®, Series 66
Clinton, IL
Edward Jones
Bryce Starkey is a CFP®-designated financial advisor with Edward Jones in Clinton, IL, where he has worked for 11 years. He holds a Series 66 license and focuses on wealth management within the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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