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
CFA®, Series 66
Experience Industry experience
9 years
Location
Fayette, AL 35555
Edward Jones
Institution
Michael Snider is a CFA® charterholder and holds a Series 66 designation, with nine years of experience in the financial industry. He has been with Edward Jones since 2017 and previously worked at Hubbard, McIlwain & Brakefield, P.C. from 2015 to 2017. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Based on Edward Jones
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.
Fayette, AL Temple Avenue South
204 Temple Avenue South
Fayette AL 35555
Advisors at this office
3
Alabama · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St Louis, MO
Hubbard, McIlwain & Brakefield, P.C.
2015 - 2017 • 2 years
Tuscaloosa, AL
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.
CFP®, Series 65
Berry, AL
YFP Wealth
Kimberly Bolton is a CFP® and Series 65-licensed advisor with five years of industry experience. She has worked at Your Financial Pharmacist since 2020 and previously was affiliated with The University of Alabama from 2016 to 2020. She is part of YFP Wealth, a firm that serves individuals, families, and small-business plan sponsors with comprehensive financial planning and investment management. YFP Wealth focuses on passive investment strategies with discretionary account management and integrates the Kinder Method (EVOKE) life-planning process into its services, while also offering educational seminars and targeted outreach to the pharmacy profession through its nonprofit affiliate, YFP Gives.
Series 66
Fayette, AL
Edward Jones
Julie Lucas is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2018 and previously worked at Rodney Tittle, DMD from 2016 to 2018. In addition to her advisory role, she has been involved with Rodan and Fields since 2015. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Series 63
Fayette, AL
Edward Jones
Kerry Kerr is a financial advisor with Edward Jones in Fayette, Alabama, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved as a co-signer for a sports car repair shop in Birmingham, Alabama. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.
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