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Darren O

Series 63

Monroe, LA

Money Concepts Capital Corp

Darren Oglesby is a financial advisor with Money Concepts Capital Corp in Monroe, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and is also associated with Huggins, Oglesky And Associates. Outside of his advisory role, he owns and operates several non-investment businesses, including trampoline park holding companies and aviation-related ventures. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Jordan S

Series 65

Monroe, LA

Money Concepts Capital Corp

Jordan Smith is a financial advisor at Money Concepts Capital Corp with seven years of industry experience. He holds a Series 65 designation and has worked previously with Jordan Smith Insurance Agency LLC and Fletcher Financial Group. Outside of his advisory role, he is involved with Oglesby Financial Group, focusing on client paperwork and documentation. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs and partners with third-party managers and platforms such as Envestnet for trading and reporting support.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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