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Joseph David Willis

Advisor at Edward Jones — Columbia, KY Public Square

Updated today

Credentials

Series 63, Series 66

Experience

12 years

Location

Columbia, KY 42728

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joseph Willis is a financial advisor at Edward Jones in Columbia, KY, with 11 years of industry experience. He has been with Edward Jones since 2017 and previously worked for Stotts-Phelps-McQueary Funeral Home from 2015 to 2017. Willis holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

See office

Columbia, KY Public Square

326 Public Square Suite 102

Columbia KY 42728

Advisors at this office

1

Most active in

Kentucky

Work history

12 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Stotts-Phelps-McQueary Funeral Home

2015 - 2017 • 2 years

Columbia, KY

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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Chasity Y

Series 66

Columbia, KY

Edward Jones

Chasity Yarberry is a financial advisor at Edward Jones in Columbia, KY, with seven years of experience at the firm and two years in the industry. Prior to joining Edward Jones, she worked for six years at Lake Cumberland State Resort Park in Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

David S

Series 63, Series 65

Columbia, KY

LPL Financial

David Sever is a financial advisor with LPL Financial in Columbia, KY, holding Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked with LPL Financial and Community Trust Bank since 2007, and prior to that was with Cetera Investment Services LLC from 2003 to 2007. Sever serves on the executive, sales, marketing, and risk management committees for Community Trust & Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Joshua F

Series 66

Russell Springs, KY

Edward Jones

Joshua Frost is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Sherwin Williams. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Wealth management Business Financial Management Founder/Business Owner

Adam S

Series 63, Series 66

Russell Springs, KY

Edward Jones

Adam Stille is a financial advisor with Edward Jones in Russell Springs, KY, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a board member and trustee for the Russell County Public Library and owns a retail business called The Enchanted Olive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, while operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 66

Columbia, KY

Edward Jones

Jeffrey Brumett is a financial advisor with Edward Jones in Columbia, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He worked at American Fidelity from 2010 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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