Douglas Turnbough

Advisor at Edward Jones

Updated today

Location

Odessa, MO 64076

Credentials

CFP®, ChFC®, Series 63, Series 66

Industry experience

21 years

About

Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

210 North 2 Nd Street

Odessa, MO 64076

Most active in

Missouri · Texas

Work history

Edward Jones

2005 - Present (21 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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Taylor Black is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Capital Management, LLC since 2013. He holds the Series 65 license and is based in Grain Valley, MO. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis, leaving trading authority and proxy voting with clients.

Wealth management
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Grain Valley, MO

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Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

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Keaton B

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Grain Valley, MO

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Keaton Black is a financial advisor at Black Capital Management, LLC, holding a Series 65 designation with eight years of industry experience. He has worked at Black Capital Management since 2018 and previously held positions at WGU and Longview College. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

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Lucas W

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Grain Valley, MO

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Lucas Watson is a financial advisor at Edward Jones in Grain Valley, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in design services and staffing roles at Staples Design Services and Robert Half. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Retirement income strategy Wealth management Retired Founder/Business Owner Executive

David R

Series 63, Series 66

Higginsville, MO

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David Reid is a financial advisor with Edward Jones in Higginsville, MO, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Brian T

Series 66

Odessa, MO

Edward Jones

Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused
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