Leah Nash

Advisor at Edward Jones

Updated today

Location

Salem, MO 65560

Credentials

Series 66

Industry experience

4 years

About

Leah Nash is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VIP Kid and Town & Country Bank. Nash co-owns rental properties with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

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

907 South Pershing Avenue

Salem, MO 65560

Most active in

Missouri · Texas

Work history

Edward Jones

2021 - Present (5 years)

VIP Kid

2019 - 2021 (2 years)

Town & Country Bank

2013 - 2021 (8 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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William S

Series 63, Series 65

Salem, MO

Archer Investment Corporation

William Stack is an advisor with Archer Investment Corporation holding Series 63 and Series 65 credentials and has two years of industry experience. He has been involved with American Elite Advisory since 2022 and has operated Stack Financial Services since 2001. Outside of advising, he publishes commentary as a precious metals analyst and is the author of the book "The 7.0% Solution." Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds, managing approximately $900 million. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across multiple asset classes, with both discretionary and model-based management options.

Active portfolio management Options & derivatives strategies
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Joseph B

Series 63, Series 66

Salem, MO

Edward Jones

Joseph Brand is a financial advisor with Edward Jones in Salem, Missouri, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, Brand serves as a trustee and advisory board chair for Southwest Baptist University’s Salem campus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and services supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Salem, MO

LPL Financial

Etta Hearn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with LPL Financial since 2013 and also works at Town and Country Bank. Outside of her advisory role, she is involved in a home-based farm operation. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Richard W

Series 66

Salem, MO

LPL Financial

Richard Wiggins is a financial advisor with LPL Financial in Salem, Missouri, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Financial and Riverways Federal Credit Union. Outside of his advisory work, he is involved with The Leclair Group, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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