Kimberly Young
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
Sallisaw, OK
Credentials
Series 66
Industry experience
5 years
About
Kimberly Young is a Series 66-licensed financial advisor with Edward Jones in Sallisaw, Oklahoma, where she has worked since 2014. She has 12 years of experience in the industry. 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 discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
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
Sallisaw, OK
Most active in
Kimberly Y has reported serving >5 clients in these states in the last 12 months.
Missouri · Oklahoma
Work history
Edward Jones Investments
2014 - Present (12 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.
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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.
Peyton O
Series 66
Sallisaw, OK
Edward Jones
Peyton Orrick is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Orrick worked at Farmer's Cooperative and Arkansas Tech University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and a proprietary money market fund, operating under a fiduciary standard.
Marley A
Series 63, Series 66
Sallisaw, OK
LPL Financial
Marley Abell is a financial advisor with LPL Financial in Sallisaw, Oklahoma, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at First National Bank and LPL Financial since 2008. Outside of his advisory role, he is associated with Bag the Buck LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.
Alisha P
Series 66
Sallisaw, OK
LPL Financial
Alisha Priddy is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has been with LPL Financial and Firstar Bank since 2025. Outside of her advisory role, she has a contract position with Spark, a Walmart affiliate, in Sallisaw, OK. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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