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Alexander Taylor

Advisor at Edward Jones

Updated today

Location

Siloam Springs, AR 72761

Credentials

Series 66

Industry experience

7 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

2125 E Main Suite 6

Siloam Springs, AR 72761

Most active in

Arkansas · Texas

Work history

Edward Jones

2018 - Present (8 years)

Black Forge Capital, LLC

2017 - 2018 (1 year)

Tyson Foods Inc.

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
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Gerald D

Series 63, Series 65

Siloam Springs, AR

Auxarc Asset Management Company

Gerald Donner is the sole advisor at Auxarc Asset Management Company in Siloam Springs, Arkansas, holding Series 63 and Series 65 designations with 37 years of industry experience. He has worked at Auxarc since 2010 and has been associated with Linsco/Private Ledger since 2000. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management primarily serves individual investors and may also manage trust and retirement plan accounts, offering discretionary portfolio management and asset-based advisory services. The firm’s investment approach focuses on longer-term, multi-cycle strategies with an emphasis on flexibility and risk management rather than short-term market tracking.

Active portfolio management
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Harold J

ChFC®, Series 66

Bentonville, AR

Transamerica Financial Advisors

Harold Jones is a financial advisor with Transamerica Financial Advisors in Bentonville, AR, holding the ChFC® and Series 66 designations with 14 years of industry experience. His prior experience includes nearly a decade at Axa Advisors and ongoing involvement with WealthWave and WFGIA. Outside of his advisory work, he serves as a trustee of the Petra Jones Family Trust and manages a small ranch with longhorn cattle. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and platform sub-advisors, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner

Jeremy H

CFP®, Series 63, Series 66

Siloam Springs, AR

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Randal R

CFP®, Series 66

Centeron, AR

Cetera

Randal Renkel is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and has held roles at DARRCO, LLC, American Dehydrated Foods, Inc., and International Dehydrated Foods, Inc. from 2010 to 2019. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Matthew B

Series 63, Series 66

Centerton, AR

Empower Advisory Group

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