Peggy Jones
Advisor at Edward Jones
Updated today
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.
Location
Cadiz, KY 42211
Credentials
Series 66
Industry experience
2 years
About
Peggy Jones is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones and its predecessor firm since 1999. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$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.
Location
274 Lakota Dr
Cadiz, KY 42211
Most active in
Peggy J has reported serving >5 clients in these states in the last 12 months.
Kentucky · Texas
Work history
Edward Jones
2025 - Present (1 year)
Edward Jones Investments
1999 - 2025 (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Raymond B
Series 63, Series 65
Cadiz, KY
Stonepath Wealth Management
Raymond Beaird is a financial advisor at Stonepath Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Packerland Brokerage Services. Outside of finance, he serves as a deputy with the Christian County Sheriff Office and works as an independent insurance agent. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans, offering discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios.
Andy H
Series 63, Series 66
Cadiz, KY
Edward Jones
Andy Hodges is a financial advisor with Edward Jones in Cadiz, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, he owns and maintains a rental property in Cadiz. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of advisors and branch offices.
Patrick D
Series 66
Cadiz, KY
Edward Jones
Patrick Dawson is a financial advisor with Edward Jones in Cadiz, KY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at FNB Bank Inc. from 2000 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")