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Charles J

Series 63, Series 66

Bentonville, AR

Edward Jones

Charles Jones is a financial advisor with Edward Jones in Bentonville, AR, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

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

Series 66

Bentonville, AR

LPL Enterprise

Bryan Crowley is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at New Heights Bentonville and has experience with nonprofit organizations including Northeast Bible Church and Fellowship Bible Church. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Crissy W

CFP®, Series 66

Bella Vista, AR

Edward Jones

Crissy Wright is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Bella Vista, AR, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked for ten years with the International Mission Board. She is an LLC member of Ozark Outdoor Gear Rental, a local outdoor gear rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Military & Veterans Founder/Business Owner
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