Joshua C King

Advisor at Edward Jones — Sparta, TN

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Sparta, TN 38583

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,119 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua King is a financial advisor at Edward Jones in Sparta, TN, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at UST Global Inc, Apex Systems, Uber, and in the fitness industry. Edward Jones is a full-service wealth management firm serving both 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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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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

Sparta, TN

16 Liberty Square

Sparta TN 38583

Advisors at this office

3

Most active in

Tennessee

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Unemployed

2025 - 2026 • 1 year

Smithville, TN

UST Global Inc

2020 - 2025 • 5 years

Chambersburg, PA

Apex Systems

2019 - 2020 • 1 year

Brentwood, TN

Unemployed

2018 - 2019 • 1 year

Murfreesboro, TN

UBER

2018 - 2018 • 1 year

Fairfax, VA

Reston National Golf Course

2017 - 2018 • 1 year

Reston, VA

Fitness International LLC / LA Fitness

2017 - 2018 • 1 year

Leesburg, VA

UBER

2016 - 2017 • 1 year

Nashville, TN

Disclosures

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

Business activities & affiliations

user avatar

Justin T

Series 65

Sparta, TN

Gibbs Wealth Management, LLC

Justin Turney is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked with Gibbs Wealth Management since 2023 and operates Turney Financial Group, a business focused on fixed index annuities and life insurance, where he serves as an agent and office manager. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that uses third-party platforms and strategists to implement model portfolios. The firm’s investment approach focuses on selecting and monitoring third-party model portfolios based on a client’s financial situation, goals, and risk tolerance.

Options & derivatives strategies Concentrated stock management
user avatar

Melissa G

Series 63, Series 66

Sparta, TN

UBS Financial Services

Melissa Graham is a financial advisor with UBS Financial Services in Sparta, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Donald R

Series 63, Series 66

Sparta, TN

LPL Financial

Donald Randolph is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2008 and previously spent a year at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and portfolio management services, utilizing various advisory platforms and tools while overseeing over $819 billion in discretionary assets.

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

Gabrielle R

Series 66

Sparta, TN

Edward Jones

Gabrielle Renault is a Series 66-credentialed advisor with Edward Jones in Sparta, TN, and has three years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over 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, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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

Stacy Nicole G

Series 66

Sparta, TN

UBS Financial Services

Stacy Nicole Goines is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Her prior experience includes roles at Genesis House, Inc., Raymond James Financial Services Advisors Inc., and Luna & Herren Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Caleb A

Series 66

Quebeck, TN

Cambridge Investment Research Advisors

Caleb Allen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience and previously served ten years in the United States Marine Corps. Allen is also the owner of LEB Financial, a consulting and coaching business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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