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Spencer Tylere Brown

Advisor at Edward Jones — Marshfield, MO

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Marshfield, MO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Spencer Brown is a financial advisor with Edward Jones in Marshfield, MO, holding a Series 66 designation. He has been with Edward Jones since 2023, following two years of employment at Walmart and five years as a student. 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 under management and offers a range of advisory programs, 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

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Marshfield, MO

Marshfield MO

Advisors at this office

1

Most active in

Missouri

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Edward Jones

2023 - 2026 • 3 years

St Louis, MO

Walmart

2021 - 2023 • 2 years

Marshfield, MO

Student

2016 - 2021 • 5 years

Mountain Grove, MO

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

William C

Series 63, Series 65

Marshfield, MO

IHT Wealth Management LLC

William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner

Craig B

Series 63, Series 66

Marshfield, MO

Edward Jones

Craig Bell is a financial advisor with Edward Jones in Marshfield, Missouri, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he serves on the board of the Waxahachie Foundation in Texas. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, with a substantial national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing

Adam B

Series 66

Marshfield, MO

Edward Jones

Adam Blanch is a financial advisor with Edward Jones in Marshfield, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in property management through Blanch Management LLC and operates a local laundromat, Blue Jay Laundry. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy Income planning General retirement planning Founder/Business Owner

Kimberly B

Series 66

Marshfield, MO

Edward Jones

Kimberly Browning Clift is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for the David Potter Agency, Inc. for 26 years. She holds the Series 66 designation. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

David B

Series 66

Marshfield, MO

Edward Jones

David Bell is a Series 66 licensed financial advisor with Edward Jones in Marshfield, MO, where he has worked since 2017. He has three years of industry experience and previously held positions at Price Cutter and McDonald's. Outside of his advisory work, he manages a family investment LLC called Bell Legacy Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

James B

Series 66

Strafford, MO

Edward Jones

James Barainca is a financial advisor at Edward Jones in Strafford, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2006. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

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