John Joyner
Advisor at Fisher Investments
Updated today
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.
Location
Parkersburg, IA
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
10 years
About
John Joyner is a CFP® and ChFC® professional with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2025. Prior to joining Fisher Investments, he worked at Edward Jones for seven years and held roles at Tim Joyner Insurance Agency and State Farm. Outside of his advisory work, he owns a small rare coin business. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors and high-net-worth individuals, employing a centralized Investment Policy Committee that integrates quantitative and qualitative research to build diversified portfolios.
Client services
Based on Fisher Investments
Financial planning
Portfolio management
Portfolio assessment
Expertise
Based on Fisher Investments
Tax-loss harvesting
Active portfolio management
ESG / Sustainable investing
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50%
May charge performance-based fees for certain institutional clients with specific requests
Account minimum: $1,000,000
Location
Parkersburg, IA
Most active in
John J has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Fisher Investments
2025 - Present (1 year)
Edward Jones
2018 - 2025 (7 years)
Tim Joyner Insurance Agency
2016 - 2018 (2 years)
State Farm VP Management Corp.
2016 - 2018 (2 years)
State Farm VP Management Corp.
2016 - 2016 (1 year)
State Farm Insurance
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John E
Series 63, Series 66
Ackley, IA
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Kevin T
Series 63, Series 65
Parkersburg, IA
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Kevin Truax is a financial advisor with LPL Financial in Mason City, IA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he owns and trains several young horses that compete in national competitions. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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