Top wealth management financial advisors in Harrison, AR

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

When you're managing significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth, income, and risk over time. A common mistake is focusing too much on short-term gains without aligning strategies to your life stage and future needs.

  • Comprehensive asset coordination. Look for advisors who integrate your investments, savings, and income sources into a unified plan.
  • Tax-aware planning. Since Social Security income is exempt from state income tax in Arkansas, ask how they optimize your withdrawals and income streams accordingly.
  • Risk management approach. Confirm how they adjust your portfolio to protect against market downturns while pursuing growth.
  • Long-term goal alignment. Ensure they consider your retirement timeline, lifestyle goals, and legacy plans in their recommendations.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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John M

Series 63, Series 65

Harrison, AR

Edward Jones

John Marseilles is a financial advisor with Edward Jones in Harrison, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he performs basic landlord duties for a residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,000 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Glen B

Series 63, Series 65

Harrison, AR

Raymond James Financial

Glen Battisto is a financial advisor with Raymond James Financial in Harrison, AR, holding Series 63 and Series 65 registrations and having 39 years of industry experience. He has been with Raymond James since 2006 and owns Battisto Wealth Management, an LLC focused on investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

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

Series 66

Harrison, AR

Fountain Financial & Tax

Jeffrey Fountain is the principal of Fountain Financial & Tax, an independent advisory firm, and holds a Series 66 designation with 20 years of industry experience. He previously worked at Veritas Independent Partners, LLC for 12 years and operated Fountain Financial Tax Services for 20 years. In addition to his advisory role, he is licensed to sell life, long-term care, and health insurance in Arkansas and remains active in tax preparation, bookkeeping, and payroll services through his separate business. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, combining investment management with affiliated tax, legal, and insurance services. The firm manages portfolios using fundamental analysis and maintains quarterly reviews, incorporating strategies such as derivative instruments and tax-loss harvesting.

Options & derivatives strategies Tax-loss harvesting Real estate investing
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Charles R

Series 63, Series 66

Harrison, AR

Benjamin F. Edwards & Company, Inc.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has worked at Benjamin F. Edwards since 2014, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a custodian for his grandchild. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, offering both discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Bryce B

Series 66

Harrison, AR

LPL Financial

Bryce Bonds is a financial advisor with LPL Financial in Harrison, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years and held positions at the University of Arkansas and North Arkansas College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 63, Series 65

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

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

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