Shan Michael Seymour

Advisor at Edward Jones — Picayune, MS Seventh St

Updated today

Credentials

Series 66

Experience

12 years

Location

Picayune, MS 39466

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Shan Seymour is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and operates We Rock The Spectrum, a children’s gym in Mandeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets 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 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

Picayune, MS Seventh St

203 Seventh St

Picayune MS 39466

Advisors at this office

1

Most active in

Mississippi · Texas

Work history

12 years of industry experience

Edward Jones

2013 - Present • 13 years

St Louis, MO

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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Carrie Y

Series 63, Series 66

Carriere, MS

HUB Investment Partners, LLC

Carrie Yates is a financial advisor at HUB Investment Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade and Fidelity. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers access to various advisory platforms, serving as a fiduciary for retirement and IRA accounts.

Retired Founder/Business Owner
user avatar

Diana G

Series 66

Bay St Louis, MS

Thrivent Investment Management

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

Business ownership considerations

Chloe C

Series 66

Picayune, MS

Edward Jones

Chloe Couvillion is a financial advisor at Edward Jones in Picayune, MS, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2023 and attended Louisiana State University prior to her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Terry K

Series 66

Bay St Louis, MS

Thrivent Investment Management

Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.

Business ownership considerations

Brandon R

Series 63, Series 66

Carriere, MS

Edward Jones

Brandon Rhodes is a financial advisor with Edward Jones in Carriere, MS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Rhodes serves on the St. Stanislaus Progression Board in Bay St Louis, MS, helping to coordinate the school's financial position and activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Oil & Gas Religious/faith focused

Paige G

Series 66

Picayune, MS

Edward Jones

Paige Gaubert is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2023. Outside of her advisory role, she has experience with Magnolia Athletic Company and educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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