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Javan J Parks

Advisor at Edelman Financial Engines — Locust Grove, GA

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Locust Grove, GA

Edelman Financial Engines logo

Edelman Financial Engines

Institution

Total advisors

725

Across 321 offices

Clients per advisor

658 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Javan Parks is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. Outside of financial services, Parks has been involved with wellness and fitness companies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options and managing a broad range of accounts with a long-term, diversified approach.

Client services

Based on Edelman Financial Engines

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

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.

Location

See office

Locust Grove, GA

Locust Grove GA

Advisors at this office

1

Most active in

Arizona · Georgia · Texas · Virginia

Work history

2 years of industry experience

Edelman Financial Engines

2025 - Present • 1 year

Santa Clara, CA

Financial Engines Advisors, L.L.C.

2024 - 2025 • 1 year

Santa Clara, CA

Morgan Stanley

2023 - 2024 • 1 year

Alpharetta, GA

E*Trade Securities LLC

2023 - 2024 • 1 year

Alpharetta, GA

RW Wellness LLC

2022 - 2023 • 1 year

McDonough, GA

JPJM MGMT LLC

2022 - 2023 • 1 year

McDonough, GA

Skechers

2022 - 2022 • 1 year

Locust Grove, GA

Unemployed

2021 - 2022 • 1 year

Hampton, GA

Crawl 2 Jump Fitness Inc

2021 - 2021 • 1 year

Stratford, CT

Unemployed

2020 - 2021 • 1 year

Stratford, CT

Amazon

2019 - 2020 • 1 year

North Haven, CT

Planet Fitness

2018 - 2019 • 1 year

Derby, CT

Life Safety Service and Supply

2018 - 2018 • 1 year

Cheshire, CT

Stanley Steemer International Inc

2017 - 2018 • 1 year

New Haven, CT

Unemployed

2017 - 2017 • 1 year

Stratford, CT

Subway

2016 - 2017 • 1 year

Orange, CT

Student

2013 - 2017 • 4 years

New Haven, CT

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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Kevin W

Series 63, Series 66, Series 65

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
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Douglas O

Series 65

McDonough, GA

Andvari Associates LLC

Douglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.

Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. from 2016 to 2021. Outside of his advisory role, he owns a freelance photography business. Georgia Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and state and municipal government entities. The firm follows a long-term, multi-method investment approach and typically manages accounts on a discretionary basis, combining third-party money managers and model portfolios, primarily through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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