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Gregory Alan Earles

Advisor at Edward Jones — Ponchatoula, LA Hwy 22

Updated today

Credentials

Series 66

Experience

10 years

Location

Ponchatoula, LA 70454

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gregory Earles is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

See office

Ponchatoula, LA Hwy 22

18435 Hwy 22 Ste 1

Ponchatoula LA 70454

Advisors at this office

2

Most active in

Louisiana · Texas

Work history

10 years of industry experience

Edward Jones

2015 - Present • 11 years

Saint Louis, MO

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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Paul S

Series 63, Series 65

Madisonville, LA

ICOM Advisors, LLC

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
user avatar

Chris M

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.

Concentrated stock management Options & derivatives strategies Real estate investing
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Joanna S

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.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Preston C

ChFC®, Series 66, Series 63

Madisonville, LA

Silver Oak Securities, Inc.

Preston Christian is a financial advisor at Silver Oak Securities, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes roles at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services. He is also involved with Armor Financial Group, operating as an independent financial professional. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs emphasizing discretionary investment management tailored to client objectives, supported by operational features such as ongoing model monitoring and automated investment processes.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Charles C

CFP®, Series 63

Madisonville, LA

Silver Oak Securities, Inc.

Charles Christian is a CFP® with 40 years of experience in the financial industry. He has been with Silver Oak Securities, Inc. since 2012, following prior roles at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory work, he operates an independent insurance agency, Armor Financial Group, specializing in fixed insurance products. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other entities through a large network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, combining discretionary investment management with operational features like automated investment processes and ongoing model monitoring.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Christopher J

Series 63, Series 65

Hammond, LA

Guardian Life

Christopher Jackler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and previously spent four years at PPG Industries. Outside of his advisory role, he owns The Physician's Guild, LLC, which connects physicians with potential student loan grant opportunities through a website filtering system. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various platforms, managing approximately $15 billion in assets with a combination of discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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