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Justin Gibboney

Advisor at Edward Jones — Huntingdon, PA

Updated today

Credentials

Series 66

Experience

11 years

Location

Huntingdon, PA 16652

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Justin Gibboney is a financial advisor at Edward Jones in Huntingdon, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns the building where his branch is located. 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 and operates a nationwide network of over 23,700 advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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

Huntingdon, PA

207 William Smith Street

Huntingdon PA 16652

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

11 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

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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Anthony B

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Anthony Brong is a financial advisor at WealthKare.com, Inc. with 23 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011 and holds Series 63 and Series 65 licenses. Outside of advising, he works as an independent insurance agent. WealthKare serves individual and high-net-worth clients, trusts, estates, pension and charitable accounts with discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, and integrates estate-planning technology alongside educational resources and insurance services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Cinnamon C

Series 65

Mount Union, PA

WealthKare.com, Inc.

Cinnamon Colony Chatman is a Series 65 credentialed advisor with eight years of industry experience. She is affiliated with WealthKare.com, Inc., where she has worked since 2018, and previously operated as a sole proprietor. Outside of financial advising, she is a licensed real estate agent with Colony Realty Group, LTD., dedicating a significant portion of her professional time to this practice. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term investment strategies tailored to clients' goals, integrating estate-planning technology and offering uncommon services such as bundled subscription programs and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith III is a financial advisor with WealthKare.com, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Smith is the majority owner of an educational company, Get More Retirement, LLC, and has been involved in the insurance business through American Asset Financial Corp. since 1986. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to each client’s goals, and it integrates estate-planning technology and educational resources alongside traditional advisory services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith IV is a financial advisor with WealthKare.com, Inc., holding a Series 65 credential and 19 years of industry experience. He has worked at RIA Wealth Solutions, LLC, Get More Retirement, LLC, and American Assets Financial Corporation. He serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by offering discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm employs fundamental analysis and long-term strategies tailored to client goals, using model portfolios and integrating estate-planning technology, while providing education and unique bundled subscription programs.

General retirement planning Retirement income strategy Social Security optimization General tax planning
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Christopher H

CFP®, Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Christopher Heaster is a CFP® with 19 years of experience in the financial industry. He is affiliated with WealthKare.com, Inc., a team-based firm of seven advisors, and has held positions at RIA Wealth Solutions, LLC and American Assets Financial Corporation. Heaster is a partial owner of an educational company, Get More Retirement, LLC, and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a fundamental analysis approach, favors long-term strategies tailored to client objectives, and integrates estate-planning technology alongside its advisory offerings.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Nathan C

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with WealthKare.com since 2002 and has previously operated as a sole proprietor and with RIA Wealth Solutions, LLC. Outside of advisory services, he is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, and pension and charitable accounts, providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm focuses on fundamental analysis and long-term strategies tailored to client goals and risk tolerance, and it combines traditional advisory services with offerings such as estate-planning technology and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
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