Mountain Home, AR E 7th St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

22 E 7th St

Mountain Home AR 72653-4410

Advisors at this office

2

Advisors at this office

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Geoffrey S

CFP®, Series 66

Mountain Home, AR

Edward Jones

Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

Heather S

Series 66

Mountain Home, AR

Edward Jones

Heather Shockley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for four years at Baxter Regional Medical Center in the Cancer Diagnostic Center/Gastro department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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