Shawn M Gibson

Advisor at Edward Jones — Mt Carmel, IL W 9th Street

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Mt Carmel, IL 62863

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Shawn Gibson is a financial advisor with Edward Jones in Mt Carmel, IL. He holds a Series 66 designation and has experience with Edward Jones since 2026. Prior to joining Edward Jones, Gibson was involved with SG Solutions LLC and Shamrock Engineering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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 Business succession planning General estate planning guidance

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

Mt Carmel, IL W 9th Street

219 W 9th Street

Mt Carmel IL 62863

Advisors at this office

2

Most active in

Illinois · Indiana · Texas

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

SG Solutions LLC

2021 - Present • 5 years

Princeton, IN

Shamrock Engineering

2018 - 2021 • 3 years

Oakland City, IN

Vincennes University

2016 - 2017 • 1 year

Vincennes, IN

Vincennes University

2015 - 2018 • 3 years

Vincennes, IN

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

Hunter F

Series 65, Series 63

Mount Carmel, IL

Margin Advisory Group LLC

Hunter Fuller is a financial advisor at Margin Advisory Group LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at OneAmerica Securities, Inc. and American United Life. He serves as a board member for the Mt. Carmel Aces Boosters and Mt. Carmel Men's Club and owns the marketing business Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor state-registered investment firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals, using a combination of fundamental and technical analysis alongside modern portfolio theory.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Noah T

Series 63, Series 65

Mount Carmel, IL

Margin Advisory Group LLC

Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Alisha G

Series 66

Mt Carmel, IL

Kingsview Wealth Management, LLC

Alisha Goebel Warren is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options through both discretionary and non-discretionary arrangements.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
user avatar

Joshua F

Series 63, Series 66

Mt Carmel, IL

Kingsview Wealth Management, LLC

Joshua Farley is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 23 years before joining Kingsview in 2024. Farley serves as President-Elect of the Alton-Godfrey Rotary. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
user avatar

Christopher B

CFP®, ChFC®, Series 63, Series 65

Princeton, IN

LPL Enterprise

Christopher Barthel is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and over 31 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Thurston Springer Miller Herd & Titak, Inc. He is also involved with the Gibson County Chamber of Commerce as a board member. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Matthew G

Series 66

Fort Branch, IN

Raymond James Financial

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 19 years of industry experience. He has held roles including owner of Four G, LLC and served as a paid tennis coach at Gibson Southern High School. Grabbe operates his own DBA, Grabbe Wealth and Retirement, within Raymond James's hybrid RIA structure. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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