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
12 years
Location
Murfreesboro, NC 27855
Edward Jones
Institution
Sara Crowder is a financial advisor at Edward Jones in Murfreesboro, NC, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014 and serves on the finance committee at Boykins Baptist Church. Additionally, she has been involved with the Jameer Woodley Reading Foundation since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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.
Murfreesboro, NC E Main Street
406 E Main Street Suite C
Murfreesboro NC 27855
Advisors at this office
1
North Carolina
12 years of industry experience
Edward Jones
2014 - Present • 12 years
St Louis, MO
Jameer Woodley Reading Foundation
2011 - Present • 15 years
Capron, VA
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 63, Series 65
Ahoskie, NC
OSAIC Institutions, INC.
Frank Jones Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Southern Bank & Trust, Centaurus Financial, Inc., and Equitable Advisors. Jones also engages in insurance-related activities, including selling Medicare supplement insurance and assisting with health insurance renewals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure.
Series 63, Series 65
Ahoskie, NC
Edward Jones
Wingate Joyner Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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