Ryan Braglin

Advisor at Edward Jones — New Concord, OH

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

New Concord, OH 43762

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

Ryan Braglin is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he held various roles in health services, counseling, and law enforcement. He is associated with Braglin Vocational Services LLC and occasionally assists with a holistic health business owned by his spouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

New Concord, OH

4 East Main Street

New Concord OH 43762

Advisors at this office

2

Most active in

Ohio · Texas

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Opportunities for Ohioans with Disabilities

2019 - 2020 • 1 year

Zanesville, OH

Functional Training Services

2018 - 2019 • 1 year

Columbus, OH

Tru-Rob Counseling and Consulting

2018 - 2019 • 1 year

Zanesville, OH

Mid-Ohio Psychological Services

2018 - 2018 • 1 year

Lancaster, OH

Health Recovery Services

2017 - 2017 • 1 year

Logan, OH

Ohio Unversity Office of Health Promotion

2016 - 2018 • 2 years

Athens, OH

Ohio University

2016 - 2018 • 2 years

Athens, OH

Ohio University Counseling & Higher Education Department

2016 - 2017 • 1 year

Athens, OH

Self-employed

2016 - 2020 • 4 years

Zanesville, OH

Muskingum County Sheriff's Office

2014 - 2019 • 5 years

Zanesville, OH

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

Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

Brent Markley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, holding positions at both firms from 2011 to 2024. He holds the Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Grant B

Series 63, Series 65

Cambridge, OH

Janney Montgomery Scott

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stratos Wealth Partners and LPL Financial. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners and LPL Financial for 13 years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner

Matthew L

Series 66

Cambridge, OH

Edward Jones

Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Oil & Gas

Steven M

Series 66

Cambridge, OH

Edward Jones

Steven Marvin is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Huntington National Bank for 29 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 large nationwide network of financial advisors and branch offices.

Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Christina B

Series 66

Cambridge, OH

Edward Jones

Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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