Andrew Alexander Wohlrabe

Advisor at Edward Jones — Macon, GA Bowman Rd

Updated today

Credentials

Series 66

Experience

8 years

Location

Macon, GA 31210

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Andrew Wohlrabe is a Series 66 licensed financial advisor with Edward Jones in Macon, GA, with seven years of industry experience. He previously worked at Hodges, Harbin, Newberry & Tribble, Inc. and held a position at Mercer University. Wohlrabe has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Inheritance planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Macon, GA Bowman Rd

5437 Bowman Rd Ste 121

Macon GA 31210

Advisors at this office

2

Most active in

Georgia · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Mercer University

2016 - 2016 • 1 year

Macon, GA

Hodges, Harbin, Newberry & Tribble, Inc.

2015 - 2018 • 3 years

Macon, GA

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

Jacob B

Series 63, Series 66

Forsyth, GA

Binnerinvestments

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
user avatar

Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
user avatar

Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 designation and previously worked at Christy Capital Management for nine years. In addition to his advisory role, he is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $58.9 million for about 155 clients. The firm primarily recommends sub-advisers or co-advisors to manage client portfolios, while it monitors performance and provides consulting on topics such as 529 college savings plans and employer benefits selections.

College savings (529s, UTMA, etc.)
user avatar

Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
user avatar

Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
user avatar

Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.

Annuities
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