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Joseph William Jones III

Advisor at LPL Financial — Powderly, KY

Updated today

Credentials

Series 63, Series 65

Experience

38 years

Location

Powderly, KY 42367

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,467 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joseph Jones III is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2009 and also maintains a role with Onb Investment Services, which he joined in 2003. Additionally, he has a limited financial institution duty at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a notable scale of operations and diverse financial 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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Powderly, KY

1000 Medical Center Drive

Powderly KY 42367

Advisors at this office

1

Most active in

Kentucky

Work history

38 years of industry experience

LPL Financial Services

2009 - Present • 17 years

Charlotte, NC

Onb Investment Services

2003 - Present • 23 years

Greenville, IN

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
user avatar

Brenda W

Series 66

Greenville, KY

Valic Financial Advisors

Brenda Walker is a Series 66 licensed financial advisor with Valic Financial Advisors in Greenville, KY. She joined the firm in 2026 and has prior work experience with House of Onyx Inc. for a total of seven years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and manages approximately $29.2 billion across nearly 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

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 two years of industry experience. He holds a Series 66 designation and previously worked at Becks for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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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