Tony Layson Jr.

Advisor at Edward Jones — Laramie, WY Lyon Street

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

22 years

Location

Laramie, WY 82072

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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 Retirement income strategy Wealth management

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

See office

Laramie, WY Lyon Street

410 Lyon Street

Laramie WY 82072

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

22 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

Edward Jones

2007 - 2009 • 2 years

Yuma, CO

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

Craig C

Series 65

Laramie, WY

Wealth Design Consulting, LLC

Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.

General tax planning Retirement income strategy Business succession planning Attorney
user avatar

Shannon M

Series 63, Series 66

Laramie, WY

Markle Financial LLC

Shannon Markle is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Markle Financial and affiliated entities since 2011. Outside of advisory work, he is a licensed insurance agent and is involved in managing real estate investments and a real estate investment fund. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and plan sponsors. The firm employs a range of analytical approaches across multiple asset classes and conducts due diligence on third-party managers while serving as adviser to a private pooled investment fund.

Wealth management Real estate investing Annuities
user avatar

Jennifer C

Series 65

Laramie, WY

Wealth Design Consulting, LLC

Jennifer Cook is a financial advisor at Wealth Design Consulting, LLC in Laramie, Wyoming, holding a Series 65 designation with 10 years of industry experience. She has worked at Wealth Design Consulting since 2014 and previously at Cook and Associates, PC from 2006 to 2018. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, estate, and business succession matters. The firm integrates fundamental and technical analysis within its asset allocation strategies and benefits from its affiliation with a law practice, supporting combined legal and financial planning.

General tax planning Retirement income strategy Business succession planning Attorney
user avatar

Zane K

Series 63, Series 65

Laramie, WY

HP Wealth Management LLC

Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with two years of industry experience. He also works as a staff accountant at Highpoint CPAs, where he prepares individual, business, and nonprofit tax returns and provides accounting services. HP Wealth Management offers discretionary investment management and financial planning services to individuals, families, trusts, and institutions, using a strategic asset allocation process and proprietary quantitative models. The firm is notable for its affiliation with an accounting practice, providing integrated tax and accounting services through a separate entity.

Private / alternative investments Real estate investing
user avatar

Joseph S

Series 65

Laramie, WY

Markle Financial LLC

Joseph Schwartz is a financial advisor at Markle Financial LLC in Laramie, Wyoming, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at the University of Wyoming and held positions in retail and hospitality. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm uses a mix of analytical methods to manage diversified investments and often acts in a co-advisory capacity with third-party managers.

Wealth management Real estate investing Annuities
user avatar

Jason R

Series 65

Laramie, WY

HP Wealth Management LLC

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.

Private / alternative investments Real estate investing
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