Tyler Robert Clark

Advisor at Edward Jones — Ukiah, CA S State Street

Updated today

Credentials

CFP®, Series 66

Experience

5 years

Location

Ukiah, CA 95482

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

Tyler Clark is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He has worked at Edward Jones since 2019 and previously at Mark Davis Insurance. Clark attended California State University Chico and was a student from 2005 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

See office

Ukiah, CA S State Street

520 S State Street

Ukiah CA 95482

Advisors at this office

3

Most active in

California · Texas

Work history

5 years of industry experience

Califonia State University Chico

2019 - 2020 • 1 year

Chico, CA

Edward Jones

2019 - Present • 7 years

St Louis, MO

Mark Davis Insurance

2017 - 2019 • 2 years

Ukiah, CA

Student

2005 - 2020 • 15 years

Ukiah, CA

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

Patrick C

CFP®

Ukiah, CA

Wealth Management Advisors, LLC

Patrick Coyne is a CFP® professional with 13 years of industry experience, operating Wealth Management Advisors, LLC in Ukiah, CA. He has been with the firm since 1982, which he founded and continues to lead. Wealth Management Advisors, LLC provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, high-income professionals, retirement plans, and clients approaching retirement. The firm employs a disciplined investment process focusing on diversification, quality long-term holdings, and an asset-allocation model, typically managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting.

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.) Approaching retirement
user avatar

Antonio A

CFP®

Ukiah, CA

Antonio Andrade, Cfp

Antonio Andrade is the sole advisor at Antonio Andrade, Cfp, an independent firm based in Ukiah, CA. He holds the CFP® designation and has 25 years of experience with his current firm, along with a total of seven years in the financial industry. Outside of advising, he operates a seasonal income tax preparation service for individuals. The firm provides comprehensive, fee-only financial planning and investment advisory services to individuals, high-net-worth clients, small businesses, estates, and trusts. It emphasizes a non-discretionary investment approach using core index funds and individualized asset-allocation models, with financial planning as a prerequisite for portfolio implementation.

General retirement planning Long-term care insurance Charitable giving tax strategies
user avatar

Angie G

CFP®, PFS™, Series 65

Ukiah, CA

Prosperent Capital, LLC

Angie Grainger is a CFP®, PFS™, and licensed CPA with 11 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience with firms including Aspiriant, LLC, and Better Life Financial Group, Inc. In addition to financial advising, she provides accounting and tax advice through her active CPA practice. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, diversified investment approach focused on low-cost, passive funds, supplemented by fundamental analysis and third-party tools, and also operates affiliated accounting and insurance service lines.

Passive / index investing
user avatar

Rand R

Series 63

Ukiah, CA

LPL Financial

Rand Rodgers is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His previous roles include positions at Equitable Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also involved with a separate wealth management business, Rodgers & Goldsmith Wealth Management, based in Ukiah, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Damon G

Series 66

Ukiah, CA

Edward Jones

Damon Gardner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Fiumara Law, PC and his own law practice, the Law Offices of Damon Gardner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar

Robert C

Series 63, Series 66

Ukiah, CA

Edward Jones

Robert Clark is a financial advisor with Edward Jones in Ukiah, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a shareholder in Pieta Land Co, a land corporation based in Windsor, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

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