Tammy Earles

Advisor at Edward Jones

Updated today

Location

Ponchatoula, LA 70454

Credentials

Series 66

Industry experience

17 years

About

Tammy Earles is a financial advisor with Edward Jones based in Ponchatoula, LA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)

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

18435 Hwy 22 Ste 1

Ponchatoula, LA 70454

Most active in

Louisiana · Texas

Work history

Edward Jones

2008 - Present (18 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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Paul S

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Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
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Marc M

Series 66

Madisonville, LA

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Private / alternative investments
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Erin W

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Private / alternative investments
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Chris M

Series 63, Series 65

Hammond, LA

BFC PLANNING, Inc.

Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Joanna S

CFP®, Series 63

Ponchatoula, LA

Silver Oak Securities, Incorporated

Joanna Slade is a CFP® and Series 63 licensed financial advisor with 31 years of industry experience. She is currently with Silver Oak Securities, Incorporated and previously worked at Lincoln Financial Securities Corporation for 16 years. Outside of her advisory role, she operates Slade Tax Services, LLC, providing tax preparation and bookkeeping services, and holds memberships in the Financial Planning Association and the Louisiana Restaurant Association. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice mainly on a discretionary basis tailored to clients’ objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Preston C

ChFC®, Series 63, Series 66

Madisonville, LA

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Preston Christian is a ChFC® credentialed financial advisor with 12 years of industry experience, currently with Silver Oak Securities, Incorporated. His prior roles include positions at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services, LLC. He also operates Armor Financial Group as an independent financial professional. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across a range of asset classes.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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