Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
33 years
Location
Florence, SC 29501
STIFEL
Institution
Stephen Jones is a CFP®-certified financial advisor with 32 years of experience, currently with Stifel since 2008. He serves on the Francis Marion University Board of Trustees and participates on the Finance & Investment Committee of the McLeod Health Foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Florence, SC
1325 Cherokee Road
Florence SC 29501
Advisors at this office
5
South Carolina
33 years of industry experience
Stifel Nicolaus
2008 - Present • 18 years
Florence, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.
CFP®, Series 63
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.
CFP®
Florence, SC
WebsterRogers Financial Advisors, LLC
Amy Fisher is a CFP® professional with 18 years of experience in financial advising. She has been with WebsterRogers Financial Advisors, LLC since 2007 and is also associated with Webster Rogers LLP. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs long-term strategies based on Modern Portfolio Theory, utilizing diversified portfolios and risk-management tools, and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.
CFA®, Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with WebsterRogers Financial Advisors, LLC since 2016, working there in two periods before joining the firm continuously from 2017 onward. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm employs long-term investment strategies based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with WebsterRogers since 2015. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Drake Wright is a financial advisor at WebsterRogers Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has been with Webster Rogers since 2016. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on long-term strategies using diversified portfolios aligned with Modern Portfolio Theory and incorporates tax-aware allocation and opportunistic rebalancing.
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