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63 advisors near
72023
within the area shown on the map
Out of 400,000+ nationwide
Jason J
Series 66
Ward, AR
Cambridge Investment Research Advisors
Jason Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He previously worked at Charles Schwab and Edward Jones. Outside of his advisory role, he volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.
Marlena S
Series 66
Sherwood, AR
Edward Jones
Marlena Supina is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as an Avionics Systems Technician in the Arkansas Air National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services with a nationwide network of more than 23,000 financial advisors.
Romelia J
Series 66
Jacksonville, AR
Ameriprise
Romelia Jones is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2021. Prior to her advisory role, she worked in various other positions including at Grotto Pizza and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
John S
CFP®, Series 66
North Little Rock, AR
LPL Financial
John Strange is a CFP® professional with 12 years of industry experience, currently serving at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies. Strange also maintains an ongoing business interest in Rio Vista, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Dustin H
Series 66
North Little Rock, AR
J.P. Morgan Securities
Dustin Hall is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones, Massachusetts Mutual Life Insurance, Bank of America, and Merrill. He is based in North Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Eddie C
Series 66
Beebe, AR
Ameriprise
Eddie Carlton Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at MWA Financial Services, Edward Jones, and Modern Woodmen of America. In addition to his financial career, he has experience in the electrical industry through his work at Carlton-Webb Electric Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Georgianna K
Series 66
North Little Rock, AR
Edward Jones
Georgianna King is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones and its affiliates since 2002. Outside of her advisory work, she shares booth rentals at local antique malls in North Little Rock, Arkansas, where she sells antiques and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment solutions under a fiduciary standard.
Brandon S
Series 63, Series 66
Beebe, AR
Edward Jones
Brandon Stane is a financial advisor with Edward Jones in Beebe, Arkansas, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Stephens Inc. for five years and has a background that includes employment at Northwestern State University and a brief role at Crossroads Liquor. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.
Terri L
Series 66
Sherwood, AR
Edward Jones
Terri Lewis is a financial advisor at Edward Jones in Sherwood, AR, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014. 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 provides a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Weston K
Series 66
Sherwood, AR
Edward Jones
Weston Kelly is a Series 66-licensed financial advisor with Edward Jones, based in Sherwood, Arkansas, with one year of industry experience. Prior to joining Edward Jones, he held roles in healthcare and transportation, including positions at CHI St. Vincent and University Arkansas for Medical Sciences. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.
Jeremy B
CFP®, Series 63, Series 66
Sherwood, AR
Edward Jones
Jeremy Booe is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Scottrade, Inc. for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christopher S
Series 66
Cabot, AR
Edward Jones
Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.
John D
Series 63, Series 66
North Little Rock, AR
Edward Jones
John Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Andrew M
Series 66
North Little Rock, AR
J.P. Morgan Securities
Andrew Masters is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including US Bank and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
G W
Series 63
N Little Rock, AR
Ameriprise
G White is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2005. White serves as Vice Chairman on the North Little Rock Planning Commission. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.
Joel R
CFP®, ChFC®, Series 63, Series 65
North Little Rock, AR
Edward Jones
Joel Rice Jr. is a CFP® and ChFC® with 37 years of experience at Edward Jones, where he has worked since 1989. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of a real estate development business based in Beebe, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Paul M
Series 63, Series 66
Sherwood, AR
Edward Jones
Paul Mayabb is a financial advisor at Edward Jones in Sherwood, Arkansas, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David H
Series 66
Cabot, AR
Edward Jones
David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Logan E
Series 66
N Little Rock, AR
Ameriprise
Logan Erstine is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Corinth Coca Cola before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors.
La Derrious P
Series 66
North Little Rock, AR
J.P. Morgan Securities
La Derrious Perry is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and Fragrance Outlet LLC. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
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Finding advisors...
63 advisors near
72023
within the area shown on the map
Out of 400,000+ nationwide