Bradley Hudson

Advisor at Edward Jones

Updated today

Location

Cleveland, TN 37312

Credentials

CFP®, Series 66

Industry experience

6 years

About

Bradley Hudson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for five years at Easy Auto. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

3858 Candies Creek Lane

Cleveland, TN 37312

Most active in

Tennessee

Work history

Edward Jones

2019 - Present (7 years)

Easy Auto

2014 - 2019 (5 years)

Disclosures

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

Business activities & affiliations

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Victor B

Series 65

Cleveland, TN

Solid Rock Investment Advisory LLC

Victor Boltniew is a financial advisor with Solid Rock Investment Advisory LLC and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC. Boltniew also owns Tennessee Valley Retirement Solutions, an affiliated insurance business where he sells life, health, LTC, annuities, and Medicare supplements. Solid Rock Investment Advisory LLC provides discretionary asset management and financial planning services, primarily serving individuals, high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis and charting in its investment approach, with ongoing portfolio monitoring, rebalancing, and discretionary trading authority under client agreements.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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Joshua L

CFA®, Series 63, Series 66

Ooltewah, TN

CLP Asset Management, LLC

Joshua Luff is a CFA® charterholder with 12 years of industry experience. He has worked at CLP Asset Management, LLC since 2019 and previously spent five years at Great Lakes Advisors, L.L.C. Luff is involved with WatersEdge Management, LLC and CLP Investments, LLC, both of which manage investment vehicles for select clients. CLP Asset Management, LLC is an independent SEC-registered advisory firm serving a concentrated client base of high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on tailored asset-allocation strategies that may include private family-office funds and advanced investment instruments.

Annuities
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Robert G

CFP®, ChFC®, Series 63, Series 65

Ooltewah, TN

Providence Squared LLC

Robert Glasgow is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Providence Squared LLC, where he has worked since 2023. Prior to this, he held advisory roles at Guardian Wealth Management, Inc. and HHM Wealth Advisors, LLC. Outside of his advisory work, he provides personal and business consulting under separate agreements. Providence Squared is an independent registered investment adviser serving individuals, families, businesses, trusts, and non-profits with discretionary portfolio management, financial planning, and project-based advisory services. The firm employs a proprietary T Alpha Portfolio strategy within an open‑architecture model, focusing on systematic, repeatable processes designed to reduce downside risk and address behavioral factors affecting investor performance.

Active portfolio management Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
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Giovanni R

Series 65

Ooltewah, TN

Benson Wealth Management, Inc.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders and has operated as a sole proprietor providing insurance services. Benson Wealth Management, Inc. offers discretionary asset and portfolio management services primarily to individual clients, using technical and charting analysis and employing strategies that may include options and margin. The firm conducts quarterly account oversight and typically recommends Charles Schwab as custodian while allowing clients to set written restrictions.

Options & derivatives strategies
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Barrett B

Series 63, Series 65

Ooltewah, TN

Benson Wealth Management, Inc.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various iterations of Benson Wealth Management since 2012, as well as Infinity Financial Services since 2016. Benson Wealth Management, Inc. provides discretionary asset and portfolio management services primarily to individual clients, focusing on tailored investment strategies that incorporate technical and charting analysis. The firm manages accounts on a discretionary basis with regular oversight, including rebalancing and tax-loss harvesting reviews.

Options & derivatives strategies
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John C

Series 63, Series 65

Ooltewah, TN

Kingsman Wealth Management Inc.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.

Active portfolio management Private / alternative investments
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