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4 advisors near
72560
within the area shown on the map
Out of 400,000+ nationwide
Whitman F
CFA®, Series 66
Mountain View, AR
Sylamore Investments LLC
Whitman Fowlkes is a CFA charterholder and holds the Series 66 designation, with 27 years of industry experience. He has been with Sylamore Investments LLC since 2016. Outside of his advisory work, he is a co-manager of a real estate development LLC that creates lots for local medical and retail businesses. Sylamore Investments provides fee-only, discretionary investment management to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. The firm emphasizes fundamental analysis and a long-term, tax-efficient investment approach while coordinating with clients’ tax professionals.
Jennifer F
Series 65
Mountain View, AR
Sylamore Investments LLC
Jennifer Fowlkes is a Series 65 licensed advisor at Sylamore Investments LLC with no prior industry experience. She has been involved with Best Drug of North Central AR, Inc. since 2008. Sylamore Investments provides fee-only, discretionary investment management services to a range of clients including individuals, trusts, estates, and charitable organizations, managing approximately $81.7 million in assets across about 80 client relationships. The firm emphasizes fundamental analysis, a long-term total-return approach, and tax efficiency while coordinating with clients’ tax professionals.
Kevin J
Series 63, Series 66
Mountain View, AR
Edward Jones
Kevin Johnson is a financial advisor with Edward Jones in Mountain View, Arkansas, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Johnson is active as a play-by-play and public address announcer for local high school athletic events and is involved in radio broadcasting for sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.
Jacob N
Series 66
Mountain View, AR
Raymond James Financial
Jacob Newton is a financial advisor at Raymond James Financial with a Series 66 designation and seven years of industry experience. He has a background in law, serving as Stone County District Judge from 2016 to 2024 and operating his own law practice since 2015. Outside of his advisory role, Newton is involved in several business ventures including co-owning a health and fitness center and holding interests in storage facilities and various passive investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to support client goals, offering advisory programs alongside partnerships and specialized services such as municipal advisory and SIMPLE IRA consulting.
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Finding advisors...
4 advisors near
72560
within the area shown on the map
Out of 400,000+ nationwide