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Stephen Thompson

Advisor at Edward Jones

Updated today

Location

Cherokee Village, AR 72529

Credentials

Series 63, Series 66

Industry experience

29 years

About

Stephen Thompson is a financial advisor with Edward Jones in Cherokee Village, AR, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

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

1467 Hwy 62/412

Cherokee Village, AR 72529

Most active in

Arkansas · Texas

Work history

Edward D. Jones & CO., L.P.

1996 - Present (30 years)

Disclosures

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

Business activities & affiliations

Capri P

Series 66

Cherokee Village, AR

Edward Jones

Capri Payne is a Series 66-licensed financial advisor with Edward Jones, based in Cherokee Village, AR, and has two years of industry experience. Prior to rejoining Edward Jones in 2025, Capri worked there from 2019 to 2025 and held positions at Empower and the State of Arkansas. Outside of financial services, Capri owns a food truck business called Smooches Burnouts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the U.S.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management ESG / Sustainable investing Public Service Employee Real Estate Professional Religious/faith focused Values-based investing
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Scott D

Series 66

Ash Flat, AR

LPL Financial

Scott Daily is a financial advisor with LPL Financial in Ash Flat, Arkansas. He holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at FNBC Bank, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory work, he serves as president of Scott Daily Inc., a business entity unrelated to investment activities, and is involved with Myers Davis, an Arkansas Medicaid waiver program. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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