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
Series 66
Experience Industry experience
2 years
Location
Bonners Ferry, ID 83805
Edward Jones
Institution
Samantha Young is a financial advisor with Edward Jones in Bonners Ferry, Idaho. She holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, she worked at Mountain West Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and related services supported by a large network of financial advisors and branch offices across the nation.
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.
Bonners Ferry, ID 6673 Main St
6673 Main St Suite B
Bonners Ferry ID 83805
Advisors at this office
2
Idaho · Texas
2 years of industry experience
Edward Jones
2026 - Present • 1 year
St Louis, MO
Edward Jones
2021 - 2026 • 5 years
Bonners Ferry, ID
Mountain West Bank
2012 - 2021 • 9 years
Bonners Ferry, ID
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.
Series 66
Bonners Ferry, ID
Independent Financial Group, LLC
Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advisory services, he owns North Idaho Tax and Financial, which provides tax preparation and accounting services alongside investment management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-based approach combining strategic asset allocation, multi-manager portfolios, and active and passive investment exposures tailored to client risk profiles.
Series 66
Bonners Ferry, ID
Edward Jones
Merle Ansley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Mountain West Bank from 2012 to 2017. Outside of his advisory role, Ansley serves as a board member and Chairman of the Planning Committee for Boundary Community Hospital in Bonners Ferry, Idaho. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 63, Series 66
Bonners Ferry, ID
Edward Jones
Kevin Callos is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he co-owns a small business focused on archery arrow repair called The Broken Arrow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.
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