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Gregory Harbison

Advisor at Edward Jones

Updated today

Location

Clinton, IN 47842

Credentials

Series 63, Series 66

Industry experience

19 years

About

Gregory Harbison is a financial advisor with Edward Jones in Clinton, IN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is an at-large board member of the Rockville Rotary Club and is involved in a family-owned farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs, managed accounts, and affiliated investment products with a nationwide network of financial advisors.

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

1786 East State Hwy 163

Clinton, IN 47842

Most active in

Indiana · Texas

Work history

Edward Jones

2006 - Present (20 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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William C

Series 63, Series 65

Rockville, IN

FIFTH THIRD SECURITIES, Inc.

William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Longview Bank in 2025, he worked for VirtuSense Technologies and held roles at Eureka College. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive 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

Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for a total of nine years across two periods starting in 2012. He has four years of industry experience and previously operated Byers Farms LLC, an agricultural business where he was involved in animal care and equipment maintenance. Byers currently works in Rockville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive

Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

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

Jessica L

Series 66

Rockville, IN

Edward Jones

Jessica Lynk is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lynk serves on the board of directors for Torch Newspapers, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive

Derrick L

Series 66

Paris, IL

Edward Jones

Derrick Lorenzen is a Series 66-licensed financial advisor with Edward Jones, based in Paris, Illinois, and has 11 years of industry experience. He has worked with Edward Jones since 2014. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning General estate planning guidance Military & Veterans Newlywed/Engaged
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