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Sean Starkey

Advisor at Edward Jones — Ellerslie, GA

Updated today

Credentials

Series 66

Experience

10 years

Location

Ellerslie, GA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Sean Starkey is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Ellerslie, GA

Ellerslie GA

Advisors at this office

1

Most active in

Georgia

Work history

10 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Unemployed

2023 - 2023 • 1 year

Columbus, GA

Wells Fargo Clearing

2015 - 2023 • 8 years

Columbus, 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

Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
user avatar

Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar

Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Bryan O

CFP®, Series 66

Columbus, GA

Wealth Intelligence, LLC

Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Business exit / sale strategy Business succession planning Family Business Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive
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