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Michael C

Series 66

Bentonville, AR

Edward Jones

Michael Coleman is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Edward Jones since 2018, consulting independently from 2017 to 2018, and a position at Vista Outdoor from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

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

CFP®, CFA®, Series 63, Series 65

Bentonville, AR

Edward Jones

Raymond Dyches is a CFP® and CFA® charterholder with 10 years of industry experience. He currently works at Edward Jones and has previously held positions at Arvest Wealth Management, Blue Valley Wealth Advisors, U.S. Trust Bank of America, and SMART401K. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

CFP®, Series 66

Bentonville, AR

Edward Jones

James Griffin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Salem Professional Group from 2011 to 2018. Griffin is a seed-level investor in a retail startup based in Bentonville, AR. 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 through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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