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Arcacia Biggers

Advisor at J.P. Morgan Securities — Auburn, AL

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Auburn, AL 36830

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,625 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Arcacia Biggers is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining J.P. Morgan, she held positions at Wells Fargo and Heartland Financial among other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Auburn, AL

185 N College St

Auburn AL 36830

Advisors at this office

2

Most active in

Alabama

Work history

2 years of industry experience

Jpmorgan Chase Bank, N.A.

2024 - Present • 2 years

Auburn, AL

J.P. Morgan Securities

2024 - Present • 2 years

Auburn, AL

Wells Fargo Clearing Services, LLC

2023 - 2023 • 1 year

Montgomery, AL

Wells Fargo Bank, NA

2022 - 2024 • 2 years

Montgomery, AL

Wells Fargo Clearing

2022 - 2024 • 2 years

Montgomery, AL

Heartland Financial

2021 - 2022 • 1 year

Montgomery, AL

Express Employment

2021 - 2021 • 1 year

Montgomery, AL

Startek

2021 - 2021 • 1 year

Montgomery, AL

Aerotek

2021 - 2021 • 1 year

Montgomery, AL

Homemaker

2021 - 2021 • 1 year

Montgomery, AL

Dexian DISYS

2021 - 2021 • 1 year

Montgomery, AL

Woodforest National Bank

2020 - 2021 • 1 year

Montgomery, AL

Netsource, Inc

2020 - 2020 • 1 year

Montgomery, AL

GC Services/InteLogix

2020 - 2020 • 1 year

Montgomery, AL

Perspecta

2020 - 2020 • 1 year

Montgomery, AL

Homemaker

2019 - 2020 • 1 year

Montgomery, AL

Sykes Inc (Bank of America)

2019 - 2019 • 1 year

Montgomery, AL

Southeastern Grocers/Winn Dixie

2017 - 2017 • 1 year

Union Springs, AL

CPB Foods, LLC/Golden Corral

2017 - 2017 • 1 year

Union Springs, AL

Piggly Wiggly

2015 - 2019 • 4 years

Union Springs, AL

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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Hense E

Series 66

Auburn, AL

Retirement Plans, LLC

Hense Ellis II is a financial advisor with Retirement Plans, LLC in Auburn, Alabama, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Insight Investments. He is also the managing member of Gilmer Hills Holdings, LLC, a non-investment-related business. Retirement Plans, LLC serves individual investors and small businesses by providing retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset-allocation approach using ETFs and considers market cycles and valuations in its timing strategies, generally operating on a non-discretionary basis.

General retirement planning Retirement income strategy Income planning
user avatar

Logan Y

Series 65

Auburn, AL

Aston Sandel

Logan Youngblood is a financial advisor at Aston Sandel with a Series 65 credential and no prior industry experience. Before joining the advisory field, he worked at L3Harris Technologies and was involved with the Association for Computing Machinery at Auburn University. He is also the managing member of an insurance agency that provides property and casualty products. Aston Sandel offers discretionary portfolio management primarily for individuals, including high-net-worth clients, and businesses, tailoring portfolios based on each client's financial situation and goals. The firm emphasizes a long-term growth approach using macroeconomic, fundamental, and technical research to construct diversified portfolios and reviews client accounts quarterly.

Wealth management
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Timothy A

Series 66

Opelika, AL

AJA Financial LLC

Timothy Aja is a financial advisor with AJA Financial LLC in Opelika, AL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at PricewaterhouseCoopers and several advisory firms, as well as ongoing service as an Officer in the U.S. Navy Selected Reserves. AJA Financial LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and other advisers. The firm employs Modern Portfolio Theory principles with a focus on passive mutual funds and ETFs, tailoring portfolios to client goals and risk tolerances, and offers life insurance and annuity products alongside advisory services.

General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
user avatar

Laurel B

Series 66

Opelika, AL

Insignia Wealth Advisory

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

ESG / Sustainable investing Private / alternative investments
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A. L

Series 63, Series 65

Auburn, AL

Lipscomb Investment Group, LLC

A. Lipscomb is a financial advisor with Lipscomb Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lipscomb Investment Group since 2015 and previously worked at Cork Tree Wealth Partners, LLC. Outside of his advisory role, he has a minority interest and management responsibilities in a family partnership involved in the commercial and residential rental business. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing diverse portfolio construction methods and providing access to private investment opportunities for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Thomas M

Series 65

Auburn, AL

Lipscomb Investment Group, LLC

Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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