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Credentials
Series 66
Experience Industry experience
14 years
Location
Prudenville, MI 48651
Edward Jones
Institution
Lori Born is a financial advisor with Edward Jones in Prudenville, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory and investment services supported by a national network of over 23,700 financial advisors.
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.
Prudenville, MI
888 W Houghton Lake Dr
Prudenville MI 48651
Advisors at this office
1
Michigan · Texas
14 years of industry experience
Edward Jones
2011 - Present • 15 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.
Series 63, Series 65
Houghton Lake, MI
Kestra Advisory
Todd Reno is a financial advisor with Kestra Advisory Services and Kestra Investment Services, LLC, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2017. Reno also owns and operates Houghton Lake Financial, providing investment services from an office building he owns. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.
Series 66
Prudenville, MI
J.P. Morgan Securities
Shannon Schiebel is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, Schiebel worked at Waddell & Reed Inc and MMB Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
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