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Charles Ethridge

Advisor at Edward Jones

Updated today

Location

White Plains, GA

Credentials

Series 63, Series 66

Industry experience

26 years

About

Charles Ethridge is a financial advisor with Edward Jones in White Plains, GA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

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

White Plains, GA

Most active in

Georgia · Texas

Work history

Edward D. Jones & Co., L.P.

1999 - Present (27 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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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Gregory P

Series 63, Series 66

Greensboro, GA

The Foundation Investment Group

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Private / alternative investments Real estate investing Wealth management
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Richard K

Series 63, Series 65

Greensboro, GA

Corecap Advisors

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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