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Credentials
Series 66
Experience Industry experience
16 years
Location
Morehead, KY 40351
Edward Jones
Institution
Wesley Holland is a financial advisor at Edward Jones in Morehead, KY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a supply pastor for the United Methodist Church, is a board member of the Rowan County Airport Board, holds a secretary position at GoalSource! Inc., and works as a basketball radio and TV analyst for Morehead State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
Based on Edward Jones
$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.
Morehead, KY Sun St
222 Sun St
Morehead KY 40351
Advisors at this office
2
Kentucky · Texas
16 years of industry experience
Edward Jones
2009 - Present • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Morehead, KY
Edward Jones
Saundra Newton is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of experience at Edward Jones. She has been with Edward Jones since 2012 and is based in Morehead, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.
Series 66
Morehead, KY
Edward Jones
Traci Vanderpool is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work history includes roles at Bouncing Baboons and State Farm, Steve Barker Insurance Agency. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of investment advisory services supported by a large network of financial advisors and branch offices.
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