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Lashel Hampton

Advisor at Edward Jones

Updated today

Location

Newcastle, WY 82701

Credentials

Series 63, Series 66

Industry experience

5 years

About

Lashel Hampton is a financial advisor at Edward Jones in Newcastle, WY, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to focusing on financial advising, Hampton worked at Upton Regional Medical Clinic from 2016 to 2018. 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 nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

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

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

224 West Main Street

Newcastle, WY 82701

Most active in

Texas · Wyoming

Work history

Edward Jones

2024 - Present (2 years)

Edward Jones

2023 - 2024 (1 year)

Edward Jones

2018 - 2023 (5 years)

Upton Regional Medical Clinic

2016 - 2018 (2 years)

Edward Jones

2016 - 2018 (2 years)

Edward Jones

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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