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

24,118

Across 14,155 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua King is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at UST Global Inc for five years and held various roles in multiple industries including transportation and fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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

Unemployed

2016 - 2016 • 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 at Gibbs Wealth Management, LLC with a Series 65 license and two years of industry experience. He has been with Gibbs Wealth Management since 2023 and also leads Turney Financial Group, which he founded in 2013. In addition to his advisory role, Turney is an agent and office manager for a fixed index annuities and life insurance business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than proprietary portfolio construction.

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 possessing 24 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

College savings (529s, UTMA, etc.)
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 Series 66 licensed financial advisor with 11 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held 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 with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending.

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 at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and previously served ten years in the United States Marine Corps. Outside of his advisory role, he is the owner of a consulting and coaching business and is employed by the YMCA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm supports various investment platforms and strategies, combining proprietary models with access to third-party managers, and provides institutional features such as advisor transition support and compliance processes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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