Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Leigh Payton-bowles is a financial advisor registered with Edward Jones. Casey is a Registered Representative and has been in the industry since November 2018. Casey is located in Olathe, KS and works with individual, high-net-worth individuals, charitable organizations, businesses, pension and profit-sharing plans, and other investment clubs. Casey offers financial planning services, investment management services, and can help clients find other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
KS
02/04/2025 - Present
Edward Jones (OLATHE KS)
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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