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6 advisors near
42642
within the area shown on the map
Out of 400,000+ nationwide
Chasity Y
Series 66
Columbia, KY
Edward Jones
Chasity Yarberry is a financial advisor at Edward Jones in Columbia, KY, with seven years of experience at the firm and two years in the industry. Prior to joining Edward Jones, she worked for six years at Lake Cumberland State Resort Park in Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Joseph W
Series 63, Series 66
Columbia, KY
Edward Jones
Joseph Willis is a financial advisor at Edward Jones in Columbia, KY, with 11 years of industry experience. He has been with Edward Jones since 2017 and previously worked for Stotts-Phelps-McQueary Funeral Home from 2015 to 2017. Willis holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a large network of financial advisors and branch offices nationwide.
David S
Series 63, Series 65
Columbia, KY
LPL Financial
David Sever is a financial advisor with LPL Financial in Columbia, KY, holding Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked with LPL Financial and Community Trust Bank since 2007, and prior to that was with Cetera Investment Services LLC from 2003 to 2007. Sever serves on the executive, sales, marketing, and risk management committees for Community Trust & Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with advanced operational and research tools.
Joshua F
Series 66
Russell Springs, KY
Edward Jones
Joshua Frost is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Sherwin Williams. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Adam S
Series 63, Series 66
Russell Springs, KY
Edward Jones
Adam Stille is a financial advisor with Edward Jones in Russell Springs, KY, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a board member and trustee for the Russell County Public Library and owns a retail business called The Enchanted Olive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, while operating under a fiduciary standard.
Jeffrey B
Series 63, Series 66
Columbia, KY
Edward Jones
Jeffrey Brumett is a financial advisor with Edward Jones in Columbia, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He worked at American Fidelity from 2010 to 2020 before joining Edward Jones in 2020. 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 advisors and branch offices.
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Finding advisors...
6 advisors near
42642
within the area shown on the map
Out of 400,000+ nationwide