Tyler Jones

Advisor at Edward Jones — Hopkinsville, KY Forbes Drive

Updated today

Credentials

ChFC®, Series 66

Experience

11 years

Location

Hopkinsville, KY 42240

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tyler Jones is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Hopkinsville, KY, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies

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

Hopkinsville, KY Forbes Drive

104 Forbes Drive

Hopkinsville KY 42240

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

11 years of industry experience

Edward Jones

2015 - Present • 11 years

St Louis, MO

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

Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and The Prudential Insurance Company of America. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory, fundamental and technical analysis, and employing numerous third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Bethany R

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Bethany Rogers is a financial advisor with Robert Baird & Co. in Hopkinsville, KY. She holds Series 63 and Series 65 licenses and has over 7 years of experience at Robert Baird, following 15 years at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. In addition to his financial advisory work, he serves as treasurer for both The Horseshoe, Inc., a family-owned restaurant, and St John United Methodist Church in Hopkinsville, KY. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies along with ongoing research and oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor with Edward Jones in Hopkinsville, KY, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering various advisory strategies and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Cary C

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for the Rotary Club of Hopkinsville, where he helps prepare and present financial statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is known for its extensive retail advisor and branch network as well as its integrated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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