Tim Bryson

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Claremont, NC 28610

Credentials

ChFC®, Series 66

Industry experience

9 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning

Work history

Edward Jones

2016 - Present (10 years)

Bed Bath and Beyond

2002 - 2016 (14 years)

Disclosures

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

Business activities & affiliations

Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)

James M

CFP®, Series 66

Statesville, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner

Kelsey S

ChFC®, Series 66

Statesville, NC

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer

Sarah W

Series 66

Newton, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Founder/Business Owner

Joel T

Series 66

Statesville, NC

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management

Daniel W

Series 66

Conover, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
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