Jason Armbruster

Advisor at Edward Jones

Updated today

Location

Lawrenceburg, TN 38464-0000

Credentials

Series 63, Series 66

Industry experience

20 years

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Intergenerational Families

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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

15 Public Square

Lawrenceburg, TN 38464-0000

Most active in

Tennessee · Texas

Work history

Edward Jones

2001 - Present (25 years)

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

Jackson G

Series 66

Lawrenceburg, TN

Private Advisor Group, LLC

Jackson Gulley is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has one year of industry experience and previously worked at LPL Financial. His background also includes roles outside of finance, such as positions at Topgolf and the University of Tennessee. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through various technology platforms.

Retired Founder/Business Owner
user avatar

John B

Series 66

Lawrenceburg, TN

Private Advisor Group, LLC

John Beasley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked with Private Advisor Group since 2016 and previously spent five years at Waddell & Reed, Inc. Beasley also has experience with various insurance carriers through W&R Insurance Agencies. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner

Blake T

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.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner

Mark P

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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