Advisor at Private Advisor Group, LLC
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
Lawrenceburg, TN 38464
Credentials
Series 66
Industry experience
14 years
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.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
23 Public Square
Lawrenceburg, TN 38464
Florida · Tennessee · Texas
Private Advisor Group, LLC
2016 - Present (10 years)
LPL Financial
2016 - Present (10 years)
Various Insurance Carriers For W&R Insurance Agencies
2011 - Present (15 years)
Waddell & Reed, INC.
2011 - 2016 (5 years)
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
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.
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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