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, Series 65
Experience Industry experience
7 years
Location
Hammond, LA 70403
Guardian Life
Enterprise
Christopher Jackler is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current roles, he worked at PPG Industries for four years. Outside of his advisory work, he is a small business owner of The Physician’s Guild, LLC, which connects physicians with potential grant opportunities related to student loan debt. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.
Based on Guardian Life
Based on Guardian Life
Based on Guardian Life
Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.
$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%
Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.
Hourly fees generally range from $100/hour to $500/hour.
Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.
Account minimum: $5,000
Hammond, LA
1420 Southwest Railroad Ave
Hammond LA 70403
Advisors at this office
1
Alabama · Arkansas · California · Colorado · Florida · Georgia · Kentucky · Louisiana · Mississippi · North Carolina · Texas
7 years of industry experience
Park Avenue Securities
2023 - Present • 3 years
Hammond, LA
Guardian Life Insurance Company
2023 - Present • 3 years
Hammond, LA
Guardian Life Insurance Company
2023 - 2023 • 1 year
Baton Rouge, LA
Park Avenue Securities
2023 - 2023 • 1 year
Baton Rouge, LA
Guardian Life Insurance Company
2020 - 2023 • 3 years
Mandeville, LA
Park Avenue Securities
2020 - 2023 • 3 years
Mandeville, LA
Guardian Life Insurance Company
2018 - 2020 • 2 years
Baton Rouge, LA
Park Avenue Securities
2018 - 2020 • 2 years
Baton Rouge, LA
PPG Industries
2014 - 2018 • 4 years
Harahan, 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Folsom, LA
WMS Group LLC
Andrew Stewart is a financial advisor with WMS Group LLC, holding a Series 65 designation and six years of industry experience. He has been with WMS Group since 2019 and also works with AMS Resources Network. Stewart is a licensed insurance broker for property and casualty, life, and health insurance. WMS Group LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a third-party platform for participant account management and employs fundamental and cyclical analysis to guide investment decisions.
Series 66
Folsom, LA
WMS Group LLC
William Stewart is a financial advisor with WMS Group LLC in Folsom, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has been with WMS Group LLC since 2012. Outside of his advisory role, Stewart serves as Vice President of the Miracle Children's Foundation, a nonprofit that provides iPads to children with cancer in hospitals, where he is involved in fundraising and organizing activities. WMS Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and business entities. The firm employs a written Investment Policy Statement for each client and manages accounts on a discretionary basis, utilizing fundamental and cyclical analysis across a range of investment strategies.
Series 63, Series 65
Hammond, LA
BFC PLANNING, Inc.
Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.
CFP®, Series 63
Ponchatoula, LA
Silver Oak Securities, Inc.
Joanna Slade is a CFP® with 32 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2024. Her prior experience includes 16 years at Lincoln Financial Securities Corporation and 18 years at Osaic FS, Inc. Outside of her advisory work, she owns and manages a tax preparation and bookkeeping service as well as a notary public business. Silver Oak Securities, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, corporations, trusts, and estates through a team of over 100 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.
Series 66
Hammond, LA
Prime Capital Financial
Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.
Series 66
Hammond, LA
Prime Capital Financial
Jon Gwatney Jr. is a financial advisor at Prime Capital Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, Morgan Stanley, and Burns Wealth Advisors. In addition to his advisory role, he is involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.
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