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
CFP®, Series 66
Experience Industry experience
17 years
Location
Bellaire, MI 49615
Edward Jones
Institution
Robert Joyce is a financial advisor with Edward Jones in Bellaire, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a partner in a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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.
Bellaire, MI
205 N Bridge St
Bellaire MI 49615
Advisors at this office
1
Michigan · Texas
17 years of industry experience
Edward Jones
2009 - Present • 17 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.
CFP®, Series 63
Bellaire, MI
Integra Financial, Inc.
Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.
Series 63, Series 66
Elk Rapids, MI
Wealth Personal
Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.
Series 65
Elk Rapids, MI
Wealth Personal
Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.
CFP®, Series 65
Bellaire, MI
Integra Financial, Inc.
Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.
Series 66
Mancelona, MI
Financial Transparency
Jonathon Wells is a financial advisor at Financial Transparency with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Envision Financial Transparency, LLC and Consulting Services Support Corporation. He also provides consulting and development support for financial software through ProScore, LLC. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, and businesses, utilizing asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis across multiple investment programs.
CFP®, Series 63
Rapid City, MI
&PARTNERS
Matthew Doran is a CFP® with 27 years of industry experience, currently serving as a financial advisor at \u0026Partners since 2023. His prior experience includes roles at Sage Wealth Planning LLC, Sage Consulting of Northern Michigan, and Edward D. Jones & Co., L.P. He is also the owner of Sage Wealth Properties, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and third-party managers while providing ongoing monitoring and account reviews.
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