Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

232 advisors near
39218

Out of 400,000+ nationwide

user avatar
firm logo

Andrew T

Series 66

Brandon, MS

J.P. Morgan Securities

Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Christopher N

CFP®, ChFC®, Series 66

Jackson, MS

LPL Financial

Christopher Noone is a CFP® and ChFC® with 26 years of industry experience, currently serving at LPL Financial since 2008. Prior to that, he worked at UBS Financial Services for six years. He is part-owner and agent in a property and casualty insurance agency that sells home and auto coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment options and operational tools, alongside non-advisory financial services and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Frank G

Series 66

Jackson, MS

Raymond James & Associates

Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Patrick B

Series 63, Series 66

Flowood, MS

LPL Financial

Patrick Broome is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation, Securities America Advisors, Inc., and Tlg Advisors, Inc. Outside of his advisory work, Broome has formed an LLC for purchasing commercial real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Adam N

Series 66

Jackson, MS

LPL Financial

Adam Noone is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Martin Noone Agency, LLC and Mylo, A Lockton Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ronald K

Series 63, Series 65

Clinton, MS

OSAIC

Ronald Kyzar is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities, Parkland Securities, and operated his own firm, Ronald Kyzar Financial Services, for 20 years. He is also the owner of Mississippi Affordable Properties, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jeannette S

Series 63, Series 66

Jackson, MS

UBS Financial Services

Jeannette Shaw is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Andrew C

Series 66

Brandon, MS

Raymond James & Associates

Andrew Comans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2024, he worked at LPL Financial and Trustmark National Bank. Outside of his advisory role, he owns a business reselling trading cards and coins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Ariel G

Series 66

Clinton, MS

Edward Jones

Ariel Givens is a financial advisor with Edward Jones in Clinton, MS, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Givens worked with Temple Baptist Church and the International Mission Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Thomas M

Series 63, Series 65

Jackson, MS

Raymond James Financial

Thomas Meadows is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James Financial Services Advisors Inc. since 2011. Meadows also manages bookkeeping operations for DGR, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Jackson P

Series 66

Brandon, MS

Edward Jones

Jackson Pullen is a financial advisor with Edward Jones in Brandon, MS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Game Day Inc. outside the financial industry. Additionally, Pullen is involved in retail as the owner of LA Green, a women's clothing boutique in Madison, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, along with affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Tamara K

Series 63, Series 66

Jackson, MS

LPL Financial

Tamara King is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. Since 2015, she has also been affiliated with BankPlus. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Angela W

Series 63, Series 66

Jackson, MS

UBS Financial Services

Angela Woodward is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with UBS since 1998. Outside of her advisory role, she owns a vacation home rental property in Park City, Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Douglas L

Series 63

Richland, MS

Cambridge Investment Research Advisors

Douglas Lemon is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a range of investment strategies across multiple platforms, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition support and compliance processes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Byron B

Series 66

Brandon, MS

Cetera

Byron Bryant is a Series 66-registered financial advisor with 14 years of industry experience, currently with Cetera in Brandon, Mississippi. He previously worked at Bank of America and Merrill Lynch. Byron serves as a finance committee member on the board of the Jim Bowers Mississippi DECA Foundation, where he participates in reviewing account performance and asset allocation. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Ronald C

Series 66

Flowood, MS

Equitable Advisors

Ronald Clark Jr. is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and one year of industry experience. His background includes roles at Mark Baldwin & Jonathan Grantham, Power Financial Group, and GoShine Express, among others. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs mainly through Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

William M

Series 66

Jackson, MS

UBS Financial Services

William Mosby is a financial advisor at UBS Financial Services in Jackson, MS, holding a Series 66 designation with 13 years of industry experience, all spent at UBS since 2013. He serves as a board member of the National Kidney Foundation and supports local fundraisers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through fee-based planning, portfolio management, and a range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Joseph D

Series 63, Series 65

Jackson, MS

Raymond James & Associates

Joseph Dehmer III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a shareholder in Providence Bank, a personal investment, though he has no management responsibilities there. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notably active in municipal advisory services and market-making in government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

David E

Series 63, Series 65

Brandon, MS

Primerica Advisors

David Edwards is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Affordable Lending Group and PFS Investments Inc. He is involved in the sale of investment-related products and also receives compensation related to mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical models, including options investing in cryptocurrency.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Charles G

Series 63, Series 65

Jackson, MS

Raymond James & Associates

Charles Greenlee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)