Seth Yoder

Advisor at Edward Jones

Updated today

Location

Wagoner, OK 74467

Credentials

Series 66

Industry experience

8 years

About

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 2017. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning

Occupation focus

Military & Veterans

Demographic focus

Young Professionals

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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

1524 Ok 51 Suite A

Wagoner, OK 74467

Most active in

Oklahoma · Texas

Work history

Edward Jones

2018 - Present (8 years)

Unemployed

2017 - 2017 (1 year)

New Dominion, LLC

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David F

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David M

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David Mick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously with JP Morgan Securities LLC, Favor, and United Parcel Service. Mick returned to Edward Jones in 2025 after an initial three-year period with the firm. Edward Jones is a full-service wealth management firm serving over 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, separately managed accounts, and affiliated mutual funds.

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Beau D

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Beau Driggers is a financial advisor with Edward Jones in Coweta, Oklahoma, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is also involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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