Nikolas Ford

Advisor at Edward Jones — Winfield, KS Main

Updated today

Credentials

Series 66

Experience

2 years

Location

Winfield, KS 67156-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Nikolas Ford is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has a background in healthcare, including roles at Greenwood County Hospital and Integrity Healthcare Professionals, and is co-owner of StatCare, LLC, a medical staffing company. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Early retirement planning

Occupation focus

Doctor or Medical Professional Founder/Business Owner

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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

See office

Winfield, KS Main

1101 Main

Winfield KS 67156

Advisors at this office

3

Most active in

Kansas

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Stat Care, LLC

2017 - Present • 9 years

Rose Hill, KS

Integrity Healthcare Professionals

2014 - 2021 • 7 years

Wichita, KS

Greenwood County Hospital

2010 - 2023 • 13 years

Eureka, KS

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

Jeffrey B

Series 63, Series 65

Arkansas City, KS

Ameritas Advisory Services, LLC

Jeffrey Bryant is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with various Ameritas entities since 2007 and has operated Bryant Financial since 1987, focusing on insurance sales and service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Daniel J

CFP®, Series 63, Series 66

Arkansas City, KS

Edward Jones

Daniel Jurkovich is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Board of Directors for South Central Kansas Medical Center in Arkansas City, KS. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

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

Travis C

Series 63, Series 66

Arkansas City, KS

Raymond James Financial

Travis Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been affiliated with Raymond James since 2010 and is a co-owner of Mid-Continent Financial in Arkansas City, Kansas, where he serves as Branch Manager and financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Clinton C

CFP®, Series 63, Series 65

Arkansas City, KS

Raymond James Financial

Clinton Combs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 34 years of industry experience. Combs has been affiliated with Raymond James since 2009 and manages multiple business activities including ownership roles in real estate and agricultural enterprises. Outside of financial advisory, he is involved in managing agricultural operations through South Cowle Ranch LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting with analytical tools and risk profiling to help clients implement investment strategies.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Raymond S

Series 66

Winfield, KS

Edward Jones

Raymond Stewart is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has six years of industry experience and previously spent 23 years at Husky Liners. Stewart and his wife manage rental properties together outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Katherine S

Series 66

Arkansas City, KS

Raymond James Financial

Katherine Schwyhart is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Mid-Continent Financial LLC. She previously worked with Arkansas City Schools USD 470 Head Start and First Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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