Luke J Eager

Advisor at Edward Jones — Valdosta, GA N Patterson St

Updated today

Credentials

Series 66

Experience

1 year

Location

Valdosta, GA 31602-2946

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Luke Eager is a financial advisor at Edward Jones in Valdosta, GA, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2024, he worked at Cecil W. Powell & Company and has a background that includes roles outside of finance, such as positions at Papa John's and local schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Valdosta, GA N Patterson St

2101 N Patterson St

Valdosta GA 31602-2946

Advisors at this office

2

Most active in

Georgia · Texas

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

Valdosta, GA

Cecil W. Powell & Company

2023 - 2024 • 1 year

Valdosta, GA

Papa John's

2021 - 2023 • 2 years

Athens, GA

Crossroads Baptist Church

2019 - 2021 • 2 years

Valdosta, GA

Self Employed

2018 - 2019 • 1 year

Valdosta, GA

Valdosta Middle School/Highschool

2014 - 2019 • 5 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

user avatar

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
user avatar

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
user avatar

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
user avatar

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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