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Jarred Kiel Odom

Advisor at Cetera — Andalusia, AL

Updated today

Credentials

Series 66

Experience

6 years

Location

Andalusia, AL 36420

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Jarred Odom is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Regions Bank and multiple Cetera entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse investment program options.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Andalusia, AL

200 Church Street

Andalusia AL 36420

Advisors at this office

1

Most active in

Alabama

Work history

6 years of industry experience

Regions bank

2025 - Present • 1 year

Andalusia, AL

Cetera

2025 - Present • 1 year

Andalusia, AL

Cetera Investment Services Llc

2025 - Present • 1 year

Saint Cloud, MN

CCB Community Bank

2025 - 2025 • 1 year

Andalusia, AL

Cetera Invesment Advisers Llc

2023 - 2024 • 1 year

Andalusia, AL

Cetera Investment Services Llc

2019 - 2024 • 5 years

St. Cloud, MN

Regions bank

2002 - 2025 • 23 years

Andalusia, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Shon M

CFP®

Andalusia, AL

Capstone Wealth Advisors, LLC

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Annuities Founder/Business Owner
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Terry W

Series 65

Andalusia, AL

Capstone Wealth Advisors, LLC

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.

Annuities Founder/Business Owner
user avatar

Ronald S

Series 66

Andalusia, AL

Ameriprise

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alison R

Series 66

Andalusia, AL

Equitable Advisors

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its related entities from 2013 to 2022 before joining Equitable Advisors. Outside of her advisory role, she volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising events and coordinating community donation efforts. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

William G

Series 66

Andalusia, AL

Edward Jones

William Greenwald is a financial advisor at Edward Jones in Andalusia, Alabama, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Phillip H

Series 63, Series 65

Andalusia, AL

Edward Jones

Phillip Hamm is a financial advisor with Edward Jones in Andalusia, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he served as a pastor at Friendship Baptist Church from 2020 to 2023, where he preached, taught Bible study, and led church meetings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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