LPL Financial
29yrs
Top advisor by experience in Coldwater
20yrs
Jonathan Yoder has worked in the financial industry for 20 years and is a financial advisor based in Coldwater, Ohio. Jonathan has been with Edward Jones since 2007. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience20 years (since 2006)
How that compares ?Top 21% by experience at Edward Jones
Office106 South Second Street, Coldwater, OH 45828
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowEdward JonesCurrent firm
Contact Jonathan
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Jonathan. 106 South Second StreetColdwater, OH 45828Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Edward Jones at (314) 515-2000 and ask for Jonathan Yoder. Jonathan works from the Coldwater, OH office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2006, about 20 years. Top 21% by experience at Edward Jones.
What licenses does Jonathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jonathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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