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James T

Series 66

Conway, AR

Edward Jones

James Tipton is a financial advisor at Edward Jones in Conway, AR, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 66

Conway, AR

Raymond James Financial

Wilson Passmore is a financial advisor at Raymond James Financial with one year of industry experience. His prior roles include positions at Mass Mutual Investors Services and Bank OZK. He has held a long-term academic role at the University of Arkansas at Little Rock. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gail C

Series 63, Series 65

Conway, AR

Cambridge Investment Research Advisors

Gail Cote is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Broker Dealer Financial Services Corp. for 21 years before joining Cambridge in 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jerry B

Series 66

Conway, AR

Raymond James Financial

Jerry Borden Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates Borden Wealth Management as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas H

Series 66

Conway, AR

LPL Financial

Thomas Hall is a financial advisor with LPL Financial based in Conway, AR. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. Outside of his advisory work, Hall serves in the Air National Guard in Little Rock, AR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including model portfolios and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Richard J

CFP®, Series 66

Conway, AR

LPL Financial

Richard Jackson is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at Linsco/Private Ledger. He also operates a separate business under the name Jackson Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Samuel N

CFP®, Series 66

Conway, AR

Edward Jones

Samuel Nagher III is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2018. He has seven years of experience in the financial industry and previously spent 15 years at ZF TRW. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Micah C

Series 66

Conway, AR

Edward Jones

Micah Cox is a financial advisor at Edward Jones in Conway, AR, holding a Series 66 designation. He transitioned to financial advising after a 20-year career in the United States Air Force and has two years of experience in industry roles prior to joining Edward Jones in 2025. 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 various discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services, supported by a nationwide network of more than 23,700 financial advisors.

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