Leslie Goodwin

Advisor at Edward Jones

Updated today

Location

Junction City, KS 66441

Credentials

Series 66

Industry experience

2 years

About

Leslie Goodwin is a Series 66-licensed financial advisor with Edward Jones, based in Junction City, KS, and has two years of industry experience. Prior to joining Edward Jones in 2023, Goodwin worked at Redfish LLC and Junction City Enterprises Inc. Goodwin is involved in local community organizations as a board member of the Junction City Noon Kiwanis, Greater Geary Community Foundation, Geary Community Schools Foundation, and Manhattan Area Technical College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Passive / index investing

Occupation focus

Military & Veterans Founder/Business Owner

Demographic focus

Newlywed/Engaged

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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

340 W 7th

Junction City, KS 66441

Most active in

Kansas · Texas

Work history

Edward Jones

2023 - Present (3 years)

Redfish LLC

2020 - 2023 (3 years)

Junction City Enterprises Inc

2013 - 2023 (10 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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Wealth management Passive / index investing
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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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