Joshua Frost

Advisor at Edward Jones

Updated today

Location

Russell Springs, KY 42642

Credentials

Series 66

Industry experience

< 1 year

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

36 Joe T Pettey Drive

Russell Springs, KY 42642

Most active in

Kentucky · Texas

Work history

Edward Jones

2025 - Present (1 year)

Sherwin Williams

2010 - 2025 (15 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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Chasity Y

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Columbia, KY

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Chasity Yarberry is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience in the industry. She has been with Edward Jones since 2019 and previously worked at the Commonwealth of Kentucky’s Lake Cumberland State Resort Park from 2013 to 2019. 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 and investment solutions with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 66

Columbia, KY

Edward Jones

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.

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

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Columbia, KY

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David Sever is a financial advisor with LPL Financial in Campbellsville, KY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Community Trust Bank and LPL Financial since 2007. Sever serves on the executive, sales, marketing, and risk management committees for Community Trust & Investment Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and charities. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

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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