Tracy Garner
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
Blytheville, AR 72315-2521
Credentials
Series 66
Industry experience
10 years
About
Tracy Garner is a financial advisor at Edward Jones in Blytheville, AR, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products supported by a large 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
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
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
827 A E Main St
Blytheville, AR 72315-2521
Most active in
Tracy G has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Edward Jones
2016 - Present (10 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.
Jason L
Series 63, Series 66
Blytheville, AR
Edward Jones
Jason Long is a financial advisor with Edward Jones based in Blytheville, Arkansas. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 19 years with Edward Jones. He serves as a board member of the Caruthersville Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Holly P
Series 66
Blytheville, AR
Edward Jones
Holly Presley is a Series 66-licensed financial advisor with Edward Jones, based in Blytheville, Arkansas. She has 13 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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