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John Thomas Gay Jr.

Advisor at Stephens — Jonesboro, AR

Updated today

Credentials

Series 66

Experience

10 years

Location

Jonesboro, AR 72401

Stephens logo

Stephens

Multi-team

Total advisors

243

Across 38 offices

Clients per advisor

87 High

Avg AUM per client

$672,559 Typical

HNW client ratio

15% Typical

About

John Gay Jr. is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit focused on cemetery maintenance. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across various advisory and wrap programs.

Client services

Based on Stephens

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

Expertise

Based on Stephens

Private / alternative investments Active portfolio management

Occupation focus

Based on Stephens

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for certain consulting services on a 'per job' basis; negotiated in advance.

Commissions

No direct commissions charged on trades executed through Stephens with Pershing in wrap programs; however, markups/markdowns on fixed income trades are charged, up to 0.065% of par value.

Project-based

Hourly consulting or advisory fees are charged (exact rates not specified); fees negotiated in advance.

Performance-based

Performance fee arrangements are available to qualified clients; fees negotiated on a case-by-case basis.

Other

Minimum fee: A minimum fee is assessed per account (exact amount not specified). Fee-only: Fees are negotiable and vary based on type and size of account; maximum annual fee rates: 2% for SAS, MAP, UMA programs and 2.5% for other pre-paid wrap fee advisory accounts.

Location

See office

Jonesboro, AR

2479 Browns Lane

Jonesboro AR 72401

Advisors at this office

3

Most active in

Arkansas · Texas

Work history

10 years of industry experience

Stephens Inc.

2023 - Present • 3 years

Jonesboro, AR

Stephens Inc.

2017 - 2023 • 6 years

Jonesboro, AR

Stephens Inc.

2015 - 2017 • 2 years

Little Rock, AR

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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Lanita W

CFP®, Series 66

Jonesboro, AR

Aurelius Family Office, LLC

Lanita Wheetley is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has previous experience at firms including Morgan Stanley, Cogent Private Wealth, and LPL Financial LLC. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ objectives and risk tolerance using various investment techniques and offers fiduciary services, estate-planning facilitation, and model allocation for qualified plans.

Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Self-Employed
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Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Retirement income strategy Income planning General retirement planning Medicare planning Approaching retirement
user avatar

Lisa M

Series 66

Jonesboro, AR

Benjamin F. Edwards Wealth Management, LLC

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Wealth management
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Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor at Stephens with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stephens since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member of First National Bank in Paragould, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients using a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar

Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Bank of America, Merrill, and Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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