Michael Harper

Advisor at Edward Jones — Canton, GA Waleska Road

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Canton, GA 30114

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Harper is a financial advisor at Edward Jones with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, United Community Banks Inc., and Invest Financial Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning

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

Canton, GA Waleska Road

367 Waleska Road

Canton GA 30114

Advisors at this office

3

Most active in

Georgia · Texas

Work history

43 years of industry experience

Edward Jones

2018 - Present • 8 years

St.Louis, MO

LPL Financial LLC

2018 - 2018 • 1 year

Johns Creek, GA

LPL Financial

2018 - 2018 • 1 year

Monroe, GA

United Community Banks Inc.

2014 - 2018 • 4 years

Buford, GA

Invest Financial Corp

2004 - 2018 • 14 years

Tampa, FL

BB&T Investment Services, Inc.

2003 - 2004 • 1 year

Charlotte, NC

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

Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
user avatar

Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Ali S

CFP®, Series 63

Alpharetta, GA

Cwpim

Ali Syed is a CFP® with nine years of experience in financial advisory. He is the sole advisor at CWPIM, an independent firm based in Alpharetta, GA. Syed also manages private funds through Daikon Asset Management, LLC and is licensed to sell insurance products. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm employs fundamental analysis and blended asset-allocation strategies tailored to clients’ goals, with accounts custodied at Interactive Brokers and reviewed quarterly.

Wealth management General retirement planning Tax-loss harvesting Cash flow / budgeting General estate planning guidance
user avatar

Elizabeth H

Series 65

Alpharetta, GA

E.A. Hendrich Financial Planning, LLC

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

General retirement planning Income planning College savings (529s, UTMA, etc.) Passive / index investing Mid-Career Professionals Approaching retirement
user avatar

James M

Series 66, Series 65

Alpharetta, GA

Ensure Capital LLC

James Mcgeehan is a financial advisor at Ensure Capital LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at the US Department of Transportation and at Ensure Capital under its former OakTree Capital name. Outside of advising, Mcgeehan is involved in business brokerage services, which connect him to potential money management clients. Ensure Capital LLC provides financial planning and discretionary portfolio management primarily to individuals, small businesses, and company-sponsored retirement plans. The firm’s investment approach focuses on asset allocation with a long-term equity emphasis, utilizing mutual funds, ETFs, individual securities, and advanced strategies such as derivatives and margin trading.

Options & derivatives strategies Long-term care insurance Cash flow / budgeting General retirement planning
user avatar

Donald W

Series 65

Alpharetta, GA

Versailles Financial, LLC

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 credential with 23 years of industry experience. He has been leading Versailles Financial since its founding in 2003. Outside of his advisory role, Mr. Whalen owns a private ice rink used for training and rentals. Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, with additional services including pension consulting.

General retirement planning General tax planning Cash flow / budgeting
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