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Jared Michael Mcgahee

Advisor at NEwEdge Advisors — Valdosta, GA Woodrow Wilson Drive

Updated today

Credentials

CFP®, Series 66

Experience

17 years

Location

Valdosta, GA 31602

NEwEdge Advisors logo

NEwEdge Advisors

Enterprise

Total advisors

603

Across 248 offices

Clients per advisor

81 High

Avg AUM per client

$813,531 High

HNW client ratio

27% High

About

Jared Mcgahee is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. He has been with NewEdge Advisors since 2018 and previously worked at LPL Financial and Wiregrass Investment Management LLC. Outside of financial advising, he is president and shareholder of Big Sky Transport, Inc., a transportation company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and advisory programs supported by centralized due diligence and technology tools.

Client services

Based on NEwEdge Advisors

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

Expertise

Based on NEwEdge Advisors

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on NEwEdge Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $200,000; business consulting fees negotiable

Percentage

$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program

Commissions

Commissionable securities sales by representatives registered with broker-dealer affiliates

Project-based

Hourly consulting fees from $0 to $500

Subscriptions

Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay

Other

Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500

Location

See office

Valdosta, GA Woodrow Wilson Drive

201 Woodrow Wilson Drive

Valdosta GA 31602

Advisors at this office

3

Most active in

Georgia

Work history

17 years of industry experience

NewEdge Advisors

2018 - Present • 8 years

Valdosta, GA

LPL Financial, llc

2016 - Present • 10 years

Valdosta, GA

Wiregrass Investment Management LLC

2016 - 2018 • 2 years

Valdosta, GA

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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Samuel H

PFS™

Valdosta, GA

Windemere Advisors, LLC

Samuel Hogan is a financial advisor at Windemere Advisors, LLC in Valdosta, GA, holding the PFS™ designation with 11 years of industry experience. He has been with Windemere Advisors since 2015 and has more than 25 years of experience as a CPA through his own firm, Samuel R. Hogan, CPA, PC. He is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for individual trusts. Windemere Advisors, LLC is an independent, single-advisor firm providing discretionary portfolio management, financial planning, and third-party adviser selection to individual and high-net-worth clients. The firm follows modern portfolio theory with a long-term approach and manages approximately $23.8 million across about 42 client accounts.

Wealth management
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Cristie D

Series 66, Series 65

Valdosta, GA

UL Wealth LLC

Cristie Dasher is a financial advisor with UL Wealth LLC, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at Edward Jones and Horse Cove Partners. Prior to her advisory career, she worked in real estate services and education. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a range of investment methods and typically manages accounts on a discretionary basis with regular reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
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Michael B

Series 65

Valdosta, GA

UL Wealth LLC

Michael Browning is a financial advisor with UL Wealth LLC in Valdosta, GA, holding a Series 65 designation and six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years. He is also president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has managed since 1994. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, consulting, and pension consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, primarily recommending ETFs and managing accounts mostly on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
user avatar

Matthew P

Series 65

Valdosta, GA

UL Wealth LLC

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
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Stacy B

Series 63, Series 66

Valdosta, GA

Bush Wealth Management

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Annuities
user avatar

Matthew C

Series 65

Valdosta, GA

Bush Wealth Management

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Annuities
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