Rena Day

Advisor at Edward Jones

Updated today

Location

Monticello, AR 71655

Credentials

CFP®, ChFC®, Series 66

Industry experience

19 years

About

Rena Day is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2006. She has 19 years of industry experience. Outside of her advisory role, she is a partner in a local real estate business in Monticello, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors.

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 Business succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established 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

426 West Mc Cloy Street

Monticello, AR 71655

Most active in

Arkansas · Texas

Work history

Edward Jones

2006 - Present (20 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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Richard W

CFP®, Series 63, Series 65

Monticello, AR

Ashton Thomas Private Wealth

Richard Westhelle is a CFP® professional with 16 years of industry experience. He currently works at Ashton Thomas Private Wealth and previously spent ten years at Goldman Sachs Personal Financial Management. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and the Amplify Platform for back-office support and program access.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional

Jay J

CFP®, Series 66

Monticello, AR

Edward Jones

Jay Jones is a financial advisor with Edward Jones in Monticello, Arkansas, holding CFP® and Series 66 designations with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas at Monticello for 11 years. 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. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Katelyn M

CFP®, Series 66

Monticello, AR

Edward Jones

Katelyn Martin is a financial advisor at Edward Jones with a CFP® designation and four years of industry experience. Her prior roles include positions at Thomasson PLLC, Stern Thomasson, PLLC, and the Arkansas Development and Finance Authority, where she serves as a director. She is also involved in managing finances for an agricultural property through Martin Land and Cattle Company, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and operates under a fiduciary standard.

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

Series 63, Series 66

Monticello, AR

Edward Jones

Arlee Busby III is a financial advisor with Edward Jones in Monticello, Arkansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved with Busby Investments, LLC, a property investment business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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

Yukiko B

Series 66

Monticello, AR

Edward Jones

Yukiko Bivens is a financial advisor with Edward Jones in Monticello, AR, holding a Series 66 designation and three years of industry experience. She previously worked at Drew County District Court and the University of Arkansas at Monticello. Outside of her advisory role, she is a co-owner of a family-operated farm, though she is not involved in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner
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