Cody Ray Gobbell

Advisor at Edward Jones — Tupelo, MS 305 West Main Street

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Tupelo, MS 38804

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cody Gobbell is a Series 66-registered financial advisor with Edward Jones in Tupelo, MS. He has over 17 years of experience in the financial industry, including roles at Simmons Bank, INSOUTH Bank, and Apex Bank. Prior to joining Edward Jones in 2026, he also worked in non-financial business activities at Green River Storage & Rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

See office

Tupelo, MS 305 West Main Street

305 West Main Street

Tupelo MS 38804

Advisors at this office

1

Most active in

Mississippi · Tennessee

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Bank3

2024 - 2026 • 2 years

Jackson, TN

Apex Bank

2024 - 2024 • 1 year

Centerville, TN

Green River Storage & Rental

2023 - 2024 • 1 year

Waynesboro, TN

INSOUTH Bank

2021 - 2023 • 2 years

Jackson, TN

Simmons Bank

2006 - 2021 • 15 years

Jackson, TN

University of Tennessee at Martin

2003 - 2023 • 20 years

Martin, TN

Disclosures

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

Business activities & affiliations

user avatar

Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing General retirement planning
user avatar

Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Private / alternative investments General retirement planning
user avatar

Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Private / alternative investments General retirement planning
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC in Tupelo, MS, with three years of industry experience. He holds a Series 65 designation and has prior work experience including time at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm typically constructs discretionary portfolios focused on mutual funds and ETFs, employs fundamental analysis, and favors a long-term investment approach while using Separate Account Managers for certain mandates.

Wealth management
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