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.
Credentials
Series 66
Experience Industry experience
1 year
Location
Coudersport, PA 16915
Edward Jones
Institution
Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.
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.
Coudersport, PA Buffalo St
1 Buffalo St Suite 4
Coudersport PA 16915
Advisors at this office
1
Pennsylvania · Texas
1 year of industry experience
Edward Jones
2025 - Present • 1 year
St Louis, MO
Unemployed
2020 - 2025 • 5 years
Coudersport, PA
UPMC Cole
2018 - 2020 • 2 years
Coudersport, PA
Blake Dentistry
2018 - 2018 • 1 year
Coudersport, PA
UPMC Cole
2017 - 2018 • 1 year
Coudersport, PA
Unemployed
2017 - 2017 • 1 year
Coudersport, PA
Edward Jones
2017 - 2017 • 1 year
St. Louis, MO
Affordable Interiors
2016 - 2017 • 1 year
Indiana, PA
Putt Real Estate
2015 - 2017 • 2 years
Indiana, PA
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 66
Coudersport, PA
LPL Financial
Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Cetera Investment Advisor LLC and Cetera Investment Services LLC. Howe is also employed by Citizens & Northern Bank and has upcoming roles with Northern Tioga School District and Cummins Cider Mill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to both proprietary and third-party investment strategies.
Series 66
Coudersport, PA
Edward Jones
Ryan Jones is a financial advisor at Edward Jones in Coudersport, PA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. 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 nationwide network of financial advisors and branch offices.
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