Top wealth management financial advisors in Grenada, MS

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member of the Grenada Public School District, where he participates in policy creation and approval. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various model portfolios or bespoke strategies.

Jenny Herron is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles, including positions at the University of Mississippi Medical Center Grenada and Willow Anesthesia. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lynn Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she has participated as an assistant proctor for ACT exams at Holmes Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services supported by various portfolio management styles and affiliated research.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.