Max Wilson

Advisor at Edward Jones

Updated today

Location

Parsons, KS 67357

Credentials

Series 66

Industry experience

4 years

About

Max Wilson is a financial advisor with Edward Jones in Parsons, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in automotive sales and lawn care, and has experience related to university and construction businesses. Outside of his advisory role, he owns and operates Flyover Rental Company LLC, a local housing rental business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

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

107 E Main Street

Parsons, KS 67357

Most active in

Kansas · Texas

Work history

Edward Jones

2022 - Present (4 years)

Jay Hatfield Chrysler Dodge Jeep Ram

2019 - 2022 (3 years)

Lucky-But Lawn Care

2019 - 2019 (1 year)

Pittsburg State University

2018 - 2021 (3 years)

Wilson Builders

2014 - 2018 (4 years)

Disclosures

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

Business activities & affiliations

user avatar

Thomas T

Series 63, Series 66

Parsons, KS

Edward Jones

Thomas Thomas Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he owns a commercial office rental business in Parsons, Kansas. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jill T

Series 63, Series 65

Parsons, KS

Edward Jones

Jill Thomas is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Thomas is involved in crop farming and cattle operations through Thomas Farm in Welch, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Artists or Creative
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Joshuah K

Series 66

Parsons, KS

LPL Financial

Joshuah Klonowski is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2017 and also serves as Vice President of Trusts & Investments at Commercial Bank, where he has worked since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team that constructs model portfolios and offers both strategic and tactical implementations.

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Shane H

Series 66

Parsons, KS

LPL Financial

Shane Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Royal Alliance Associates and has maintained a role at Strategic Partners since 2021. Outside of his advisory work, he is involved with Dealer Direct Supply in a non-investment-related capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher L

CFP®, Series 63, Series 65

Parsons, KS

LPL Financial

Christopher Lubbers is a CFP® with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, Lubbers is a published author and owns fitness-related businesses in Parsons, Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance and lending products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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