Seth Chandler Austin

Advisor at Edward Jones — Kennesaw, GA Cherokee St

Updated today

Credentials

Series 66

Experience

3 years

Location

Kennesaw, GA 30144

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Exec comp design Wealth management

Occupation focus

Founder/Business Owner Executive Technology Professional

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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

Kennesaw, GA Cherokee St

2959 Cherokee St Suite 301

Kennesaw GA 30144

Advisors at this office

2

Most active in

Georgia · Texas

Work history

3 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Orange Cone Productions

2021 - 2021 • 1 year

Burbank, CA

Medcor

2021 - 2022 • 1 year

McHenry, IL

Crazylegs Creative Group

2017 - 2022 • 5 years

Acworth, GA

River Church

2016 - 2022 • 6 years

Acworth, GA

Children's Healthcare of Atlanta

2009 - 2022 • 13 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired
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Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Wealth management
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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Jason A

Series 63, Series 65

Smyrna, GA

Opportunity Investment Group, LLC

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Active portfolio management Concentrated stock management
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Justin C

Series 65, Series 63

Atlanta, GA

Emergent Financial Group, LLC

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Equity compensation tax strategy Options & derivatives strategies Life insurance needs analysis
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