Joshua Barnes
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ripley, TN 38063
Credentials
Series 66
Industry experience
6 years
About
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.
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
Fee options
$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.
Location
77 Us Hwy 51 S
Ripley, TN 38063
Most active in
Joshua B has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Work history
Edward Jones
2019 - Present (7 years)
ABB Optical Group
2018 - 2019 (1 year)
Symmetry Surgical
2007 - 2018 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jonathan L
Series 63, Series 65, Series 66
Ripley, TN
Cambridge Investment Research Advisors
Jonathan Lafferty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance, as well as operating his own firm, Lafferty & Associates, LLC. Outside of advising, he is involved in agriculture as a farm owner and serves as a FINRA arbitrator. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a wide network of independent professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.
John M
ChFC®, Series 63
Ripley, TN
Cambridge Investment Research Advisors
John Moses IV is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. He has 40 years of industry experience, including prior roles at Cantella & Co., Inc. and Delta Global Asset Management. In addition to his advisory work, he owns Greenbridge Insurance and Investment Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of account platforms and investment strategies.
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