Phillip Abshire
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
General estate planning guidance
Wealth management
Passive / index investing
ESG / Sustainable investing
Work history
Edward D. Jones & CO., L.P.
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Justin B
Series 66
Hamilton, OH
Edward Jones
Melinda H
CFP®, Series 66
Hamilton, OH
Edward Jones
Matthew M
Series 66
Fairfield, OH
Edward Jones
Joshua M
Series 66
Fairfield, OH
Edward Jones
Darrel C
Series 66
Camden, OH
Edward Jones
Jason H
Series 63, Series 66
Brookville, IN
Fidelity
Jason Hacker is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with the Private Wealth Management Team to provide service and support aimed at fostering strong and lasting relationships with clients and their families. He has been with Fidelity Investments since 2007, holding various roles including Executive Services Associate, Retirement Benefits Coordinator, Retirement Solutions Representative, Investment Solutions Representative, and Financial Services Representative. This extensive experience reflects his involvement in wealth management and retirement planning. No information regarding his education, credentials, personal interests, or community involvement was provided.
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