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Tanner Booth

Advisor at Edward Jones

Updated today

Location

Homosassa, FL

Credentials

Series 66

Industry experience

10 years

About

Tanner Booth is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 offers a range of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

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

Homosassa, FL

Most active in

Florida · Missouri · Texas

Work history

Edward Jones

2016 - Present (10 years)

Edward Jones

2015 - 2016 (1 year)

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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Michael T

CFP®, PFS™, Series 65

Beverly Hills, FL

Fee-Only Financial Advisors, LLC

Michael Tringali is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is the principal of Fee-Only Financial Advisors, LLC, an independent, fee-only firm he has led since 2016. His prior experience includes roles at Modera Wealth Management, LLC and managing his own practice, Michael J. Tringali, P.A., since 1991. Outside of advisory work, he serves as finance director and executive committee member of the Citrus County YMCA branch and is involved with local charitable foundations and educational scholarship trusts. Fee-Only Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and select corporations with portfolio management, ongoing wealth management, and financial planning. The firm follows a fiduciary standard and employs a diversified, academically grounded investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering tailored investment policy statements and tax-efficient strategies.

Wealth management Tax-loss harvesting General tax planning Retirement income strategy Charitable giving & philanthropy Executive Founder/Business Owner
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Marc T

ChFC®

Lecanto, FL

Gradient Advisors, LLC

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

Retirement income strategy General tax planning
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Mark A

Series 65

Lecanto, FL

Gradient Advisors, LLC

Mark Augustsson is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has over 10 years of industry experience, including roles at ASB Financial and AmeriLife & Health. Outside of his advisory work, he owns Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Retirement income strategy General tax planning
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Jacquelyn C

CFP®, PFS™

Inverness, FL

Impact Partnership Wealth, LLC

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience, currently serving at Impact Partnership Wealth, LLC. Her prior roles include positions at Campbell & Company Insurance Advisors, Market Guard Securities, and Retirement Wealth Advisors. She is also an author and educator, having created and sold books on financial preparedness. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a comprehensive platform of affiliated entities.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Steven H

Series 65

Crystal River, FL

Gibbs Wealth Management, LLC

Steven Holland is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Crystal River, FL, and has two years of industry experience. He is also the owner of InvestSafe Financial, where he hosts seminars and assists retirees with retirement accounts. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed model management and sub-advisory arrangements, utilizing third-party platforms and a variety of analytical approaches to guide portfolio allocations.

Options & derivatives strategies Concentrated stock management
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Justin R

Series 66

Inverness, FL

&PARTNERS

Justin Rooks is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. Outside of his advisory role, he is involved in family farming operations and serves as co-trustee of an irrevocable trust. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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