Melissa Young

Advisor at Edward Jones

Updated today

Location

White Hall, AR 71602

Credentials

Series 63, Series 66

Industry experience

25 years

About

Melissa Young is a financial advisor with Edward Jones in White Hall, Arkansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as Corporate Secretary of Snack Rack, Inc., a breakroom service company, where she supports accounting and interacts with CPA and payroll companies. 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 strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Inheritance planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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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

7000 Jefferson Pkwy Ste C

White Hall, AR 71602

Most active in

Arkansas · Texas

Work history

Edward Jones

2000 - Present (26 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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Timothy W

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Timothy White is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has a background in public service, having worked for the City of Little Rock for 26 years and the Saline County Sheriff's Office. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark G

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Mark Goodlow Jr. is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Primerica Advisors since 2009 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a percentage-based wrap fee structure, focusing on curated investment models rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Paul B

CFP®, ChFC®, Series 66

White Hall, AR

Edward Jones

Paul Bowe is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other services.

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

Series 66

White Hall, AR

Edward Jones

Jacob Wilson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His work history includes roles at SeniorcareUSA, Banker's Life, and Gateway Bank. Outside of his advisory role, he has been involved with Valet Resource Group from 2019 to 2023. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Pine Bluff, AR

LPL Financial

Stanley Mcnulty is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Simmons Bank and Simmons First Investment Group, Inc. prior to his current roles at LPL Financial and Simmons Bank. 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 combines large-scale advisory operations with a variety of non-advisory financial 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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Charles F

Series 66

Pine Bluff, AR

Edward Jones

Charles Frazier is a financial advisor with Edward Jones in Pine Bluff, Arkansas, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Mr. Frazier serves as a board member for the Watson Chapel School Board in Pine Bluff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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