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.
Credentials
Series 66
Experience Industry experience
2 years
Location
Lawrenceburg, TN 38464
Private Advisor Group, LLC
Enterprise
Jackson Gulley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes a role at LPL Financial LLC. Gulley also operated a business called Floored by Justin LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers a range of managed account solutions, employing various investment strategies and technology platforms.
Based on Private Advisor Group, LLC
Flat fee arrangements possible for certain services or periods, subject to negotiation.
$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts
Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.
Hourly fees for financial planning and consulting services, negotiable based upon scope of services.
Subscription-based payment plans available for financial planning and consulting services.
Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.
Lawrenceburg, TN
23 Public Square
Lawrenceburg TN 38464
Advisors at this office
2
Alabama · Tennessee
2 years of industry experience
LPL Financial LLC
2023 - Present • 3 years
Lawrenceburg, TN
Topgolf - Knoxville
2022 - 2023 • 1 year
Knoxville, TN
Unemployed
2022 - 2022 • 1 year
Lawrenceburg, TN
Floored by Justin LLC
2022 - 2022 • 1 year
Leoma, TN
University of Tennessee
2021 - 2022 • 1 year
Knoxville, TN
Express Med
2021 - 2021 • 1 year
Lawrenceburg, TN
University of Tennessee
2020 - 2021 • 1 year
Knoxville, TN
Yamato's Steakhouse
2020 - 2020 • 1 year
Lawrenceburg, TN
Lawrence County High School
2019 - 2020 • 1 year
Lawrenceburg, TN
Yamato's Steakhouse
2019 - 2019 • 1 year
Lawrenceburg, TN
Lawrence County High School
2018 - 2019 • 1 year
Lawrenceburg, TN
Story and Lee
2018 - 2018 • 1 year
Lawrenceburg, TN
Lawrence County High School
2017 - 2018 • 1 year
Lawrenceburg, TN
Rotary Park
2017 - 2017 • 1 year
Lawrenceburg, TN
Lawrence County High School
2016 - 2017 • 1 year
Lawrenceburg, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 66
Lawrenceburg, TN
Private Advisor Group, LLC
John Beasley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2016 and has been involved with various insurance carriers through W&R Insurance Agencies since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and alternative investments through CAIS. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and TAMPs.
Series 63, Series 66
Lawrenceburg, TN
Edward Jones
Jason Armbruster is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Lawrenceburg, TN
Edward Jones
Blake Thomason is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Henry Farmers Coop and Winfield United. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Lawrenceburg, TN
Edward Jones
Mark Perry is a financial advisor with Edward Jones in Lawrenceburg, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,000 financial advisors.
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