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Richard W
CFP®, Series 63, Series 65
Monticello, AR
Ashton Thomas Private Wealth
Richard Westhelle is a CFP® professional with 16 years of experience in financial advisory. He currently works at Ashton Thomas Private Wealth and previously held positions at Goldman Sachs Personal Financial Management and Advisors Capital Management, among others. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model incorporating third-party managers and a range of investment strategies such as mutual funds, ETFs, options, and selective cryptocurrency exposure.
Rena D
CFP®, ChFC®, Series 66
Monticello, AR
Edward Jones
Rena Day is a CFP® and ChFC® credentialed financial advisor with Edward Jones, based in Monticello, Arkansas. She has 20 years of industry experience, all with Edward Jones since 2006. Outside of her advisory role, she is a partner in a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Chastity B
Series 66
Monticello, AR
Edward Jones
Chastity Bowden is a financial advisor at Edward Jones in Monticello, AR, holding a Series 66 designation with over 12 years of industry experience. Her prior roles include positions at Commercial Bank and Trust Company and Aerus. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jay J
CFP®, Series 66
Monticello, AR
Edward Jones
Jay Jones is a financial advisor with Edward Jones in Monticello, Arkansas, holding CFP® and Series 66 designations with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas at Monticello for 11 years. 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 solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.
Katelyn M
CFP®, Series 66
Monticello, AR
Edward Jones
Katelyn Martin is a financial advisor at Edward Jones with a CFP® designation and four years of industry experience. Her prior roles include positions at Thomasson PLLC, Stern Thomasson, PLLC, and the Arkansas Development and Finance Authority, where she serves as a director. She is also involved in managing finances for an agricultural property through Martin Land and Cattle Company, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and operates under a fiduciary standard.
Arlee B
Series 63, Series 66
Monticello, AR
Edward Jones
Arlee Busby III is a financial advisor with Edward Jones in Monticello, Arkansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, he is associated with Busby Investments, LLC, a property investment business. 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 nationwide network of advisors and branch offices.
Yukiko B
Series 66
Monticello, AR
Edward Jones
Yukiko Bivens is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones for ten years. Outside of her advisory role, she is a co-owner of a family-operated farm, although she does not engage in its day-to-day operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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