Melissa Bower

Advisor at Edward Jones

Updated today

Location

Lamar, CO 81052

Credentials

CFP®, Series 63, Series 65

Industry experience

12 years

About

Melissa Bower is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions with PRUCO Securities, LLC and Prudential Insurance Company of America. Outside of finance, she owns a natural body products business and serves as a part-time business professor at Morgan Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

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

Government Employee

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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

800 South Main Street

Lamar, CO 81052

Most active in

Colorado · Texas

Work history

Edward Jones

2019 - Present (7 years)

PRUCO Securities, LLC

2013 - 2019 (6 years)

Prudential insurance company of america

2013 - 2019 (6 years)

Earth Sisters Body Works

2013 - 2019 (6 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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Monty Coen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, Coen serves on the Lamar Christian Church board, the Prowers Conservation District board, and the 911 Authority Board of Prowers County, and he is the owner/operator of Coen Farms. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a range of investment options and advisory programs across multiple custodial platforms.

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Zebadiah H

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Lamar, CO

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