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
Series 63, Series 66
Experience Industry experience
27 years
Location
Leesville, LA 71446
Edward Jones
Institution
Patrick Martin is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of advising, Martin manages the day-to-day operations of a car wash business in Leesville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
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.
Leesville, LA South Fifth Street
609 South Fifth Street
Leesville LA 71446
Advisors at this office
2
Louisiana · Texas
27 years of industry experience
Edward D. Jones & Co., L.P.
1999 - Present • 27 years
St. Louis, MO
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.
Series 66
Leesville, LA
First Command Advisory Services
Daniel Rogers is a financial advisor with First Command Advisory Services and holds a Series 66 credential. He has four years of industry experience, including roles at First Command Brokerage Services and First Command Insurance Agent. Outside of his advisory work, he is the owner of D.R. Financial, LLC, which supports his business activities within First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
CFP®, ChFC®, Series 63, Series 65
Leesville, LA
LPL Financial
Christopher Lee is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with LPL Financial, joining the firm in 2024 after previously working at Lincoln Financial Securities and First Command Advisory Services. Outside of his advisory role, he is involved with Frontload, Inc., a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.
Series 66
Leesville, LA
Edward Jones
Jason Carroll is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Series 66
Simpson, LA
Ameriprise
Heather Parker is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at UDB Financial from 2014 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
CFP®, Series 63
Anacoco, LA
LPL Financial
John Lenahan is a CFP® professional with 22 years of industry experience, currently associated with LPL Financial. He previously worked at Ameriprise and had a prior tenure with LPL Financial from 2004 to 2019. In addition to his advisory role, he is a commissioned notary public in the State of Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.
Series 66
Leesville, LA
Edward Jones
Jennifer Chaney is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2020. Prior to joining Edward Jones, she was the owner of Eve & Dee Boutique, a retail business she operated from 2013 until its closure in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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