Stephen Whatley
Advisor at Edward Jones
Updated today
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.
Location
Batesville, MS 38606
Credentials
Series 63, Series 66
Industry experience
18 years
About
Stephen Whatley is a financial advisor with Edward Jones in Batesville, MS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in farming as Vice President of Delta Agriculture Belmont/Choctaw Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Demographic focus
Intergenerational Families
Fee options
$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.
Location
107 Public Square
Batesville, MS 38606
Most active in
Stephen W has reported serving >5 clients in these states in the last 12 months.
Mississippi · Texas
Work history
Edward Jones
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brett R
Series 66
Batesville, MS
Edward Jones
Brett Rosson is a Series 66-registered financial advisor with Edward Jones in Batesville, MS, where he has worked since 2013, totaling 12 years of industry experience. He is a shareholder in a marketing S Corporation based in Oxford, MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm’s extensive nationwide network supports approximately $1.01 trillion in assets under management.
William L
CFP®, Series 63, Series 66
Batesville, MS
Edward Jones
William Langley III is a CFP® professional at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brean Capital LLC and the University of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a variety of investment strategies and affiliated services under a fiduciary standard.
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