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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

4 advisors near 71241

Out of 400,000+ nationwide

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Brooks H

Series 66

Dubach, LA

LPL Financial

Brooks Harris is a Series 66-licensed advisor with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at FSC Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved with Martin Company Holdings LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Canyon E

Series 66

Farmerville, LA

Edward Jones

Canyon Elkins is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at the Kappa Alpha Order National Administrative Office and Louisiana Tech University. Outside of advising, he serves as a senior lifeguard instructor for SELA Aquatics, conducting seasonal training classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner
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Ricky A

Series 63, Series 66

Farmerville, LA

Edward Jones

Ricky Albritton is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves on the North Central Louisiana Technical College Advisory Board and the Union Parish 4-H Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a variety of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Chad F

Series 66

Farmerville, LA

Edward Jones

Chad Farrar is a financial advisor at Edward Jones in Farmerville, LA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in home health therapy organizations from 2006 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services through a nationwide network of financial advisors and branches.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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