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Stephen Czerepinski

Advisor at Edward Jones

Updated today

Location

Tifton, GA 31794

Credentials

Series 63, Series 65

Industry experience

32 years

About

Stephen Czerepinski is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

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

1805 Old Ocilla Rd

Tifton, GA 31794

Most active in

Georgia · Texas

Work history

Edward D. Jones & CO., L.P.

1993 - Present (33 years)

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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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper is the principal of Harper Financial Group in Tifton, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passively managed index funds and ETFs alongside selectively chosen actively managed funds, and manages approximately $4.8 million in discretionary assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Steven F

Series 63, Series 65

Tifton, GA

&PARTNERS

Steven Flowers Jr. is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance, Principal Securities, and Flowers Financial Group. He is involved with the Tift Area YMCA, a local nonprofit organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Owen P

Series 66

Ocilla, GA

Principal Financial Services

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Brandon S

Series 63, Series 66

Tifton, GA

Eagle Strategies (NY Life)

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with New York Life and its affiliated entities since 2013 and currently operates Selph Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Loren P

PFS™, Series 63, Series 65

Ocilla, GA

Cambridge Investment Research Advisors

Loren Purvis is a financial advisor with Cambridge Investment Research Advisors who holds the PFS™ designation and has 24 years of industry experience. His career includes long tenures at Cetera and operating his own CPA firms, Purvis & Veal CPAs LLC and L. Lamar Purvis Jr., CPA. Outside of advisory work, he is involved in public accounting and insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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