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Joseph Jones III

Advisor at LPL Financial

Updated today

Location

Powderly, KY 42367

Credentials

Series 63, Series 65

Industry experience

37 years

About

Joseph Jones III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial Services since 2009 and concurrently operates with ONB Investment Services since 2003. Jones also serves in a financial institution role at Old National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1000 Medical Center Drive

Powderly, KY 42367

Most active in

Kentucky

Work history

LPL Financial Services

2009 - Present (17 years)

Onb Investment Services

2003 - Present (23 years)

Disclosures

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

Business activities & affiliations

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Maclynn Z

Series 63, Series 66

Greenville, KY

Valic Financial Advisors

Maclynn Zebrun is a financial advisor with Valic Financial Advisors in Greenville, KY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also has a role at Agia. Outside of his advisory work, Zebrun co-owns and operates a family machine shop and a small farm, where he is involved in the day-to-day operations and sales. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base supported by over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Patrick G

Series 63, Series 66

Greenville, KY

Edward Jones

Patrick Grewe is a financial advisor at Edward Jones in Greenville, KY, with 35 years of industry experience. He has held registrations for Series 63 and Series 66 and has been with Edward Jones since 1990. Outside of his advisory role, he serves as president of LRG Inc., a rental real estate business. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Greenville, KY

Edward Jones

Robert Shan is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Becks for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides a range of affiliated investment products and fiduciary advisory services.

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

Clayton C

Series 66

Central City, KY

Edward Jones

Clayton Cornett is a financial advisor with Edward Jones in Central City, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and is also involved in farming operations through Cornett Farms LLC, where he participates in machinery operation, repairs, bookkeeping, and grain marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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