Tony Layson Jr.

Advisor at Edward Jones

Updated today

Location

Laramie, WY 82072

Credentials

CFP®, Series 63, Series 66

Industry experience

21 years

About

Tony Layson Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages Snowypine LLC, an LLC that owns a real estate building in Laramie, WY. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy

Occupation focus

Founder/Business Owner

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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

410 Lyon Street

Laramie, WY 82072

Most active in

Texas · Wyoming

Work history

Edward Jones

2012 - Present (14 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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