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Darrell Randolph Manning

Advisor at Jeffrey Matthews Wealth Management, LLC — Mobile, AL University Boulevard South

Updated today

Credentials

Series 66

Experience

18 years

Location

Mobile, AL 36609

Jeffrey Matthews Wealth Management, LLC logo

Jeffrey Matthews Wealth Management, LLC

Team

Total advisors

16

Across 2 offices

Clients per advisor

22 Very Low

Avg AUM per client

$431,937 Very Low

HNW client ratio

27% Typical

About

Darrell Manning is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm employs a mix of buy-and-hold and active trading strategies and provides clients with options for discretionary and non-discretionary account management.

Client services

Based on Jeffrey Matthews Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Jeffrey Matthews Wealth Management, LLC

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

Negotiable flat fee may be available for financial planning depending on complexity

Percentage

$25,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000+: 1.0%

Project-based

Standard rate $200 per hour for financial planning services; negotiable

Other

Account minimum: $25,000 Fee-only: Financial planning services at $200 per hour; negotiable and flat fees may be available

Location

See office

Mobile, AL University Boulevard South

1555 University Boulevard South, Suite 200

Mobile AL 36609

Advisors at this office

1

Most active in

Alabama · Texas

Work history

18 years of industry experience

Jeffrey Matthews Financial Group

2026 - Present • 1 year

Florham Park, NJ

self- employed

2025 - 2026 • 1 year

Mobile, AL

Principal Securities INC

2016 - 2024 • 8 years

Mobile, AL

Principal Life insurance Company

2014 - 2019 • 5 years

Mobile, AL

Waddell & Reed

2007 - 2014 • 7 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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Celia B

CFP®, Series 63

Mobile, AL

Celia Mann Baehr, CFP

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

Annuities
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James H

CFA®, Series 63, Series 66

Fairhope, AL

Crimson Wealth

James Hickey is a CFA® charterholder and principal at Crimson Wealth with 16 years of industry experience. He has held leadership roles at several firms, including serving as Managing Director of Crimson Wealth Management Inc. and CEO of X1 Capital Inc., a business development company. Hickey also serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors while also working with family offices, institutions, and corporations. The firm constructs custom portfolios centered on U.S. equities, combining low-cost index and thematic ETFs with concentrated individual stock positions, using a macro-economic approach and disciplined bottom-up analysis.

Passive / index investing Active portfolio management Private / alternative investments Founder/Business Owner
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John B

CFP®, ChFC®, Series 63

Fairhope, AL

Atlantes Financial Advisors

John Brandon is a CFP® and ChFC® with 38 years of industry experience. He has been principal at Atlantes Financial Advisors since 2005 and has held a role with Purshe Kaplan Sterling Investments since 2004. Prior to that, he worked at Edward Jones from 2002 to 2004. Atlantes Financial Advisors Corp. offers personalized portfolio management and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both passive index funds and actively managed investments, supported by multiple analytical methods and tailored to client risk profiles.

Passive / index investing Active portfolio management Life insurance needs analysis Long-term care insurance Disability insurance
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William B

Series 65

Mobile, AL

Brigham Jr., William H.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

Active portfolio management
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John C

Series 63, Series 65

Mobile, AL

Kairos Asset Advisory, LLC

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Jordan J

Series 65

Mobile, AL

Medora Value Equity, LLC

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Concentrated stock management Active portfolio management
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