Laura Crowell

Advisor at Edward Jones

Updated today

Location

Magnolia, AR 71753

Credentials

Series 63, Series 65

Industry experience

26 years

About

Laura Crowell is a financial advisor with Edward Jones in Magnolia, Arkansas, holding Series 63 and Series 65 licenses. She has 26 years of industry experience, including over 27 years with Edward Jones. Outside of her advisory role, she serves as an instructor at Cossatot Community College in Nashville, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, 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

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer General estate planning guidance

Occupation focus

Executive

Demographic focus

Intergenerational Families

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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

833 North Washington

Magnolia, AR 71753

Most active in

Arkansas · Texas

Work history

Edward Jones

1999 - Present (27 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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Kory W

Series 63, Series 66

Magnolia, AR

Waller Wealth Management, LLC

Kory Waller is the principal of Waller Wealth Management, LLC, an independent advisory firm based in Magnolia, Arkansas. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including a long tenure with LPL Financial, LLC. Waller Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and supervisory management of held-away retirement accounts. The firm employs a range of investment strategies and analytical methods to create tailored plans based on client goals, risk tolerances, and time horizons.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments
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Angela G

Series 65

Magnolia, AR

Mustard Seed Wealth Management

Angela Glass is a Series 65 licensed financial advisor with Mustard Seed Wealth Management in Monroe, LA, where she has worked since 2005. She has 17 years of industry experience. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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James A

CFP®, Series 65

Magnolia, AR

Mustard Seed Wealth Management

James Ashby is a CFP® professional with 23 years of industry experience, currently serving at Mustard Seed Wealth Management since 2003. He also operates a sole proprietorship, J. David Ashby, which he has maintained since 1997. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm emphasizes long-term, asset-allocation strategies supported by low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Kirk R

Series 65

Magnolia, AR

Mustard Seed Wealth Management

Kirk Reardon is a financial advisor at Mustard Seed Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Mayo Manufacturing Corp. for nine years. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Zachary T

Series 65

Magnolia, AR

Mustard Seed Wealth Management

Zachary Talley is a financial advisor at Mustard Seed Wealth Management in Magnolia, AR, holding a Series 65 designation with 18 years of industry experience. He has been with Mustard Seed Wealth Management since 2008. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Laurie P

Series 65, Series 66

Magnolia, AR

Mustard Seed Wealth Management

Laurie Pinner is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Mustard Seed Wealth Management since 2013. Outside of her advisory role, she is a 50% owner of a commercial rental business in Hope, Arkansas. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in regulatory assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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