Ryan Hitchcock
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
Florence, OR 97439
Credentials
Series 66
Industry experience
7 years
About
Ryan Hitchcock is a financial advisor at Edward Jones with seven years of industry experience. He worked at Harwood MacAdam Wartnik Fisher & Gorman, LLC for five years before joining Edward Jones in 2018. Outside of his advisory role, he coaches junior varsity basketball at Reedsport High School in Oregon. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
ESG / Sustainable investing
Business exit / sale strategy
General estate planning guidance
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
1010 Highway 101
Florence, OR 97439
Most active in
Ryan H has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Work history
Edward Jones
2018 - Present (8 years)
Harwood MacAdam Wartnik Fisher & Gorman, LLC
2013 - 2018 (5 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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David M
Series 66
Florence, OR
Edward Jones
David Mosher is a financial advisor at Edward Jones in Florence, Oregon, holding a Series 66 designation with experience at several financial institutions since 2015. His prior roles include positions at Wells Fargo, Meridian Trust Federal Credit Union, Centennial Bank and Trust, and Community Banks of Colorado. Outside of his advisory work, he operates an online art store selling photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a large network of advisors and branch offices across the United States.
Arlena M
Series 66
Florence, OR
Edward Jones
Arlena Morrow is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in private practice counseling and medical billing in Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Connor S
Series 66
Florence, OR
Edward Jones
Connor Steck is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in education and the music industry, including roles at Poudre School District, Denver Public Schools, Lift Music School, and Berklee College of Music. He also worked briefly with Asgard Axe and the Corner Pocket Bar & Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.
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