Tonya Ruf

Advisor at Edward Jones

Updated today

Location

Shelbyville, IN 46176-1934

Credentials

Series 66

Industry experience

2 years

About

Tonya Ruf is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2016 in various capacities. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance

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

406 Miller Ave

Shelbyville, IN 46176-1934

Most active in

Indiana · Texas

Work history

Edward Jones

2025 - Present (1 year)

Edward Jones

2024 - 2025 (1 year)

Edward Jones

2016 - 2024 (8 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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