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Jeffery Solinsky

Advisor at Strategic Financial Concepts, llc

Updated today

Location

Deridder, LA 70634

Credentials

Series 63, Series 65

Industry experience

28 years

About

Jeffery Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and Strategic Financial Concepts since 2009. Outside of his advisory work, he serves as an elected alderman for the Town of Rosepine, Louisiana, and manages a beekeeping and fruit orchard business with his wife. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management that incorporates fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Client services

Based on Strategic Financial Concepts, llc

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
General consulting and business planning services

Expertise

Based on Strategic Financial Concepts, llc

Cash flow / budgeting Options & derivatives strategies

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Fee options

Fixed

Fixed fees negotiated based on estimated hours, including setup fees ranging from $250 to $50,000

Percentage

$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%

Project-based

Up to $500 per hour, negotiable depending on scope and complexity

Subscriptions

Annual retainer planning fees, typically based on 0.2% of gross estate/business value; minimum annual fee $250

Other

Account minimum: $250,000 Minimum fee: $250 annual minimum for ongoing planning services Fee-only: Hourly fees up to $500 per hour; fixed fees negotiated (e.g., $250 to $50,000 setup fee); annual retainer fees typically based on 0.2% of gross estate/business value

Location

427 N. Pine Street, Suite B

Deridder, LA 70634

Most active in

Louisiana · Texas

Work history

LPL Financial

2009 - Present (17 years)

Strategic Financial Concepts, llc

2009 - Present (17 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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Eden S

Series 65

De Ridder, LA

Strategic Financial Concepts, llc

Eden Solinsky is a Series 65-licensed advisor with Strategic Financial Concepts, LLC, based in De Ridder, LA. He has been with the firm since 2025 and also operates the Solinsky Group Insurance Agency, which he has managed since 2017. Prior to his advisory career, he worked at McNeese State University from 2013 to 2017. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Cash flow / budgeting Options & derivatives strategies

Walter S

Series 63, Series 66

De Ridder, LA

Edward Jones

Walter Smith is a financial advisor with Edward Jones in De Ridder, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is the owner of a commercial and residential rental property business in De Ridder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

John W

Series 65

De Ridder, LA

Raymond James Financial

John Windham is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 65 designation and has worked at several firms including Investment Partners of Acadiana, Hibernia Wealth Management, LPL Financial, Stratos Wealth Partners, and Voya Financial Advisors. Outside of advising, he is a partner at Windham & Reed CPA, L.L.C., an accounting firm where he is involved in tax preparation and governmental audits. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority to clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Charles S

PFS™, Series 63

Deridder, LA

Cetera

Charles Scarbrough is a financial advisor at Cetera with 28 years of industry experience and holds the PFS™ and Series 63 designations. He has previously worked at Avantax Advisory Services and operates Willow Chute Financial, where he provides financial planning and coaching for individuals and small businesses. Additionally, he owns a CPA firm and serves as an executor for estate matters. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, 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
user avatar

Michael C

CFP®, ChFC®, Series 63, Series 65

Deridder, LA

Cetera

Michael Cournoyer is a CFP® and ChFC® with 31 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of advising, he serves as a deacon at First Baptist Church of Merryville and provides notarial services through his own LLC. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm employs a combination of advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a broad institutional and retirement services platform.

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
user avatar

Allen I

Series 63, Series 66

Deridder, LA

Edward Jones

Allen Istre Jr. is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as president of the church choir at First Baptist Church of DeRidder. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide 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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