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101 advisors near
38305
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John H
Series 66
Jackson, TN
Edward Jones
John Hughey is a Series 66-licensed financial advisor with Edward Jones in Jackson, Tennessee, where he has worked since 2016, following earlier roles at Bank of America and Merrill. He has 10 years of industry experience. Outside of his advisory work, he is a partner in Millie's Menageries, an antique furniture restoration business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a nationwide network of over 23,700 financial advisors.
Alissa M
Series 66
Jackson, TN
Raymond James & Associates
Alissa Maness is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 26 years of industry experience. She previously worked at Morgan Stanley in various roles from 2013 to 2022. Outside of her advisory work, she co-owns Arrow Athletics with her husband and is the author of a devotional book published in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary investment consulting backed by extensive research and a range of portfolio management strategies.
Brad B
Series 63, Series 65
Jackson, TN
Raymond James Financial
Brad Biggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Merrill from 2004 to 2013 before joining Raymond James, where he has been affiliated since 2013. Outside of his advisory work, he is president of BB Capital, LLC and Biggs Financial Group, both non-investment-related business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning tailored to client goals and offers advisory programs alongside institutional consulting and portfolio management.
Robert H
Series 63, Series 65
Jackson, TN
Morgan Stanley
Robert Hearn Jr. is a financial advisor with Morgan Stanley in Jackson, Tennessee, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.
Chadwick B
Series 66
Jackson, TN
Cetera
Chadwick Banks is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2015. He has also been employed by Regions Bank since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.
Wesley B
CFP®, ChFC®, Series 63, Series 66
Jackson, TN
Edward Jones
Wesley Brown is a CFP® and ChFC® financial advisor with Edward Jones in Jackson, TN, bringing eight years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he serves as the community engagement chair for the Alzheimer's Association in Nashville, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a national network of more than 23,000 financial advisors.
Amy E
Series 63, Series 65
Jackson, TN
Morgan Stanley
Amy Eubanks is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs focused on tailored financial planning. The firm uses structured planning tools and modeling techniques to support its advisory services and manages approximately $2.74 trillion in client assets.
Patrick H
Series 66
Jackson, TN
Raymond James & Associates
Patrick Hewitt is a financial advisor with Raymond James & Associates in Jackson, TN, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Richard A
Series 66
Jackson, TN
Edward Jones
Richard Alexander is a financial advisor with Edward Jones in Jackson, Tennessee. He holds the Series 66 designation and has nine years of industry experience, including four years at Allergan Pharmaceuticals before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Kelly M
CFP®, ChFC®, Series 63
Jackson, TN
OSAIC
Kelly Mcdonald Sr. is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials and has worked at Securities America Advisors, Inc. for ten years prior to joining OSAIC. Outside of his advisory work, he is active in the Jackson, Tennessee community as an independent musician and serves as Vice President of Jackson Area Community Bands, Inc., a nonprofit organization, and as Treasurer and Trustee at Trinity Baptist Church. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.
Clayton S
Series 66
Jackson, TN
LPL Financial
Clayton Shackelford is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. Prior to joining LPL Financial, he held roles at Leaders Credit Union and various other organizations. He has also worked in education, including positions at the University of Memphis and Bartlett High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.
Andrew P
Series 66
Jackson, TN
LPL Financial
Andrew Phillips is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial and has prior experience at FTB Advisors, Inc. and Edward Jones. 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 advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.
Angela L
Series 63, Series 65
Jackson, TN
Morgan Stanley
Angela Lowery is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her professional work, Lowery serves as Secretary and a board member of the West Tennessee Pickleball Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.
Abbie G
Series 66
Jackson, TN
Raymond James & Associates
Abbie Gristy is a financial advisor with Raymond James & Associates in Jackson, Tennessee, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Bramblett Group Marketing and Hometowne Capital Management. Outside of her advisory role, she is involved in marketing activities for Hometowne Capital Management and the Midsouth Development District. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, using a range of portfolio management styles supported by firm research and model managers.
Kimberly M
Series 63, Series 66
2802 N. Highland Ave Ste B, TN
Cambridge Investment Research Advisors
Kimberly Melton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior experience includes roles at Stonebridge Investment Advisors, Dominion Investor Services, Dominion Portfolio Management, and Invest Financial Corporation. Outside of her advisory work, she also holds an agent role in insurance and benefits. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.
John S
Series 63, Series 66
Jackson, TN
LPL Financial
John Slayton is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His previous work includes roles at Simmons Bank and Simmons First Investment Group. Outside of his advisory duties, he is involved as an owner of a hunting club in Jackson. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Titus W
Series 66
Jackson, TN
Edward Jones
Titus Wilson is a Series 66 licensed financial advisor with Edward Jones in Jackson, Tennessee, and has three years of industry experience. Prior to joining Edward Jones, he worked at First Horizon Bank and held various roles in hospitality and retail. Outside of his advisory work, he assists as a football coach at University School of Jackson and works part-time at a local hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices.
Thomas P
Series 66
Jackson, TN
LPL Financial
Thomas Potts is a Series 66 licensed financial advisor with four years of industry experience. He currently works at LPL Financial and previously held roles at First Horizon Advisors and First Horizon Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Gage S
Series 66
Humboldt, TN
Edward Jones
Gage Schneeberger is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Regions Bank and MML Investors Services. Outside of his advisory role, he assists with cleaning operations at a family-owned business on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Reagan G
Series 65, Series 63
Jackson, TN
Morgan Stanley
Reagan Griffin is a Financial Solutions Advisor at Merrill, specializing in providing tailored financial strategies to clients. In this role, Reagan focuses on understanding the individual needs and priorities of clients to assist them in pursuing their short-, mid-, and long-term financial goals. Reagan offers guidance on a range of financial matters including general investing, retirement planning, and saving for unforeseen events, and can facilitate access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Reagan holds a Bachelor's and a Master's degree from the University of Alabama System and has earned the Personal Investment Advisor (PIA) designation. With a commitment to ongoing client support, Reagan works closely with clients to address their goals, concerns, and questions, providing continuous advice and guidance as their financial needs evolve.
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Finding advisors...
101 advisors near
38305
within the area shown on the map
Out of 400,000+ nationwide