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Credentials
Series 66
Experience Industry experience
6 years
Location
Ripley, TN 38063
Edward Jones
Institution
Joshua Barnes is a financial advisor with Edward Jones in Ripley, TN, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019, following positions at ABB Optical Group and Symmetry Surgical. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Ripley, TN
77 Us Hwy 51 S
Ripley TN 38063
Advisors at this office
1
Tennessee · Texas
6 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
ABB Optical Group
2018 - 2019 • 1 year
Coral Springs, FL
Symmetry Surgical
2007 - 2018 • 11 years
Antioch, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Ripley, TN
Cambridge Investment Research Advisors
Jonathan Lafferty is a financial advisor with Cambridge Investment Research Advisors based in Ripley, TN. He holds Series 63, 65, and 66 designations and has 27 years of industry experience. Prior to joining Cambridge in 2023, he worked at Principal Securities and Principal Life Insurance and operated Lafferty & Associates, LLC. Outside of his advisory role, he is involved in agriculture as a farm owner and serves as a FINRA arbiter. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies across various platforms and custody arrangements.
ChFC®, Series 63
Ripley, TN
Cambridge Investment Research Advisors
John Moses IV is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Cambridge Investment Research Advisors since 2022 and previously worked at Cantella & Co., Inc. and Delta Global Asset Management. Outside of advisory work, he owns and operates Greenbridge Insurance and Investment Services and North Star Holdings, LLC, which manages farmland rentals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.
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