Richard Self

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Oxford, AL 36203

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2024 - Present (2 years)

The Prudential Insurance Company Of America

2024 - 2024 (1 year)

Pruco Securities Llc

2023 - 2024 (1 year)

Self-employed

2022 - 2023 (1 year)

Global Technology Associates

2022 - 2022 (1 year)

Mcleod Software

2022 - 2022 (1 year)

Global Technology Associates

2021 - 2022 (1 year)

T Mobile

2000 - 2020 (20 years)

Disclosures

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

Business activities & affiliations

Jennifer E

Series 66

Anniston, AL

Merrill

Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Elder care planning Cash flow / budgeting

Reuben J

Series 66

Anniston, AL

Merrill

Reuben Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He works closely with individuals, business owners, non-profit organizations, and foundations to develop personalized investment strategies that focus on clients and their families. His areas of expertise include education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, personal retirement planning, small business strategies, and retirement income. Reuben is committed to fostering long-term relationships and serving as a trusted resource to help clients grow and preserve their financial wealth. Reuben holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) professional designation. Beyond his professional activities, Reuben is actively involved in community service, volunteering with organizations such as the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. In his personal time, he enjoys basketball, football, golf, tennis, and cycling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Business ownership considerations

Isaac B

Series 63, Series 65

Oxford, AL

Merrill

Isaac Brown is an Associate Resident Director at Merrill Lynch Wealth Management, where he has been employed since October 1994. In his role, he works with clients to help them achieve their long-term financial goals through the prudent management of their assets and liabilities, focusing on legacy planning, personal retirement planning, and portfolio management services. Mr. Brown holds a Bachelor's degree in Business Management from Jacksonville State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also served as an adjunct professor at Kennesaw State University, teaching financial planning courses. Beyond his professional duties, Isaac Brown is active in his community, serving on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is the current president. He is a member and past president of the Anniston Rotary Club and participates in organizations including the 3E Association and Boy Scouts of Calhoun County. He resides in Oxford, Alabama with his wife and daughter and engages in personal interests such as dancing, horseback riding, music, refereeing, swimming, tennis, traveling, and spending time with family.

General retirement planning Wealth management General estate planning guidance
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Thomas M

Series 63

Anniston, AL

McNaron Group, Inc.

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Padric L

Series 65

Anniston, AL

McNaron Group, Inc.

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Penny M

Series 65

Oxford, AL

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