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Gerald Smith Jr.

Advisor at Barnes Pettey Financial Advisors, LLC

Updated today

Location

Clarksdale, MS 38614

Credentials

CFP®, Series 63, Series 65

Industry experience

28 years

About

Gerald Smith is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Barnes Pettey Financial Advisors, LLC since 2006. Prior to that, he worked at Raymond James Financial Services, Inc. for 29 years. He is also a licensed independent life insurance agent with limited involvement in insurance-related activities. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and serves over 2,100 accounts through a team of eight advisors.

Client services

Based on Barnes Pettey Financial Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Barnes Pettey Financial Advisors, LLC

Private / alternative investments Options & derivatives strategies Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services ranging from $750 to $3,000

Percentage

$0 - $1,000,000: 1.25% Over $1,000,000 - $2,000,000: 1.10% Over $2,000,000 - $5,000,000: 0.95% Over $5,000,000 - $10,000,000: 0.80% Over $10,000,000+: 0.65%

Project-based

Hourly fee rate up to $200 for financial planning services

Other

Fee-only: Financial planning fixed fees ranging from $750 to $3,000; hourly fees up to $200 per hour

Location

252 Sunflower Avenue

Clarksdale, MS 38614

Most active in

Louisiana · Mississippi · Texas

Work history

Barnes Pettey Financial Advisors, LLC

2006 - Present (20 years)

Raymond james Financial Services, Inc.

1996 - 2025 (29 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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Christopher M

Series 63, Series 65

Walnut, MS

19:21 Investing

Christopher Murphy is the sole advisor at 19:21 Investing, an independent advisory firm based in Walnut, Mississippi. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual and the Alabama Department of Transportation. 19:21 Investing provides portfolio management and financial planning services to individual and high-net-worth clients, using charting and technical analysis alongside long-term, short-term, and options trading strategies tailored to clients’ risk tolerances. The firm offers discretionary portfolio management with regular account reviews.

Options & derivatives strategies Cash flow / budgeting
user avatar

Holmes P

Series 63

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Holmes Pettey is a financial advisor at Barnes Pettey Financial Advisors, LLC with 43 years of industry experience. He has worked at Raymond James Financial Services, Inc. and PARK Media prior to joining Barnes Pettey in 2007. Outside of his advisory role, he is a partner in JPW Aviation and serves as president of the Winter Colony Homeowners Association. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and offers tailored portfolios using a variety of investment vehicles, integrating comprehensive financial planning and ongoing monitoring through a team of eight advisors.

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

Richard D

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Richard Devoe is a CFP® with 26 years of experience in the financial services industry. He is a partner at Barnes Pettey Financial Advisors, LLC and has been with the firm since 2002. Devoe is also the CEO and partner of Devoe Carr, PLLC, an accounting firm, and is involved in a hunting club as a partner and owner. Barnes Pettey Financial Advisors, LLC provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $1 billion in assets across a diverse range of investment vehicles and integrates comprehensive financial planning into its advisory process.

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

Daniel M

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Daniel Myrick is a financial advisor at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., the Reclaimed Project, Quitman County School District, and the University of Mississippi. He is also a licensed independent life insurance agent with limited activity outside of his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets across more than 2,100 accounts and offers tailored portfolios using a range of investment vehicles and analysis techniques.

Private / alternative investments Options & derivatives strategies Real estate investing
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Julie F

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Julie Flowers is a financial advisor at Barnes Pettey Financial Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, she is a non-active partner in several agricultural businesses with her spouse. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets and offers portfolios tailored to client objectives using a range of investment vehicles and analysis techniques.

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

Belma C

Series 66

Clarksdale, MS

Cetera

Belma Cager is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked with various Cetera entities and CB&S Financial Services, a division of CB&S Bank, where she provides insurance and investment products. Outside of advising, she serves as a board member of the Clarksdale Chamber of Commerce, participating in discussions on local events such as the Delta Blues Festival. Cetera Investment Advisers serves a broad range of clients, including individuals, high-net-worth investors, institutions, and retirement plans, through a network of more than 6,800 independent advisors. The firm offers a variety of portfolio management options, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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