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Matthew W

Series 66

Fayetteville, AR

Raymond James & Associates

Matthew Weber is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas. He holds a Series 66 designation and has 22 years of industry experience, including 13 years with Raymond James & Associates. Outside of advisory services, he is a partner in Eatthefrog, LLC, which owns an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gs Jeremy W

Series 66

Fayetteville, AR

Ameriprise

Gs Jeremy White is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages several legal entities related to land holdings and tax purposes. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew B

Series 66

Fayetteville, AR

Edward Jones

Andrew Batson is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at State Farm, Centennial Bank, and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

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

CFP®, Series 66

Prairie Grove, AR

Edward Jones

Brian Denman is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Washington Regional Medical Center Home Health for five years. Denman manages Sage Investments, LLC, an LLC that includes his Edward Jones office and related banking activities. 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 range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management Founder/Business Owner Values-based investing
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