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.
Credentials
Series 63
Experience Industry experience
19 years
Location
Shreveport, LA 71105
Stephens
Multi-team
Amy Jacobs is a Series 63-licensed advisor at Stephens with 19 years of industry experience. She has worked at Stephens since 2014. Outside of her advisory role, she is a licensed notary and has worked as a delivery driver for an on-demand food service. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
Based on Stephens
In specialized situations, Stephens charges a fixed fee on a “per job” basis for certain services; fees are negotiated in advance.
Pershing adds markups or markdowns to fixed income transactions; additional commissions may apply if trading away from Pershing.
Consulting services may be provided with a fixed fee, an annual fixed fee paid quarterly, or an annual fee paid quarterly based on a percentage of assets.
Performance fee arrangements are available for qualified clients; fees are negotiated and approved on a case-by-case basis.
Minimum fee: A minimum fee is assessed per account in wrap fee programs.
Shreveport, LA
7600 Fern Avenue, Building 1300
Shreveport LA 71105
Advisors at this office
5
Louisiana · Texas
19 years of industry experience
Stephens Inc.
2022 - Present • 4 years
Shreveport, LA
Stephens Inc.
2014 - 2022 • 8 years
Shreveport, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
John Montgomery is a financial advisor at Montgomery Wealth Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Montgomery & Co., LLC since 2015. Montgomery & Co. provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, small businesses, and participant-directed employee retirement plans. The firm’s investment approach follows Modern Portfolio Theory and efficient-markets principles, emphasizing diversified, low-turnover passive asset-class mutual funds and ETFs, alongside a buy-and-hold strategy.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.
Series 63, Series 65
Shreveport, LA
Graham Financial
Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Gary Rankin is the sole advisor at Rankin Capital Investment Management, an independent firm based in Shreveport, LA. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory work, he owns and operates a separate consulting business focused on mergers and acquisitions, corporate finance, and strategic advice. Rankin Capital Investment Management provides personalized investment management and financial consultation to individuals, trusts, estates, family limited partnerships, LLCs, and family offices. The firm manages approximately $26.9 million in discretionary assets for a small client base, focusing on ongoing portfolio management with a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Leonard Gresens is the principal advisor at Cornerstone Investment Advisors Group, LLC in Shreveport, LA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cornerstone Investment Advisors Group since 2011. In addition to his advisory role, Gresens owns and operates an insurance agency, Cornerstone Financial Services, LLC, where he spends approximately half of his time. Cornerstone Investment Advisors Group is an independent, state-registered firm serving about 30 individual clients with $5.7 million in assets under management. The firm provides ongoing portfolio management and integrated financial planning, primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers a range of investment strategies including mutual funds, equities, bonds, ETFs, government securities, and insurance products.
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