Top financial advisors in Jackson, MS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have complex financial goals or significant assets, choosing the right advisor in Jackson, MS can help you navigate local tax nuances and investment options. A common mistake is working with an advisor unfamiliar with Mississippi's evolving tax landscape, which can lead to missed opportunities or unexpected liabilities.
- Local tax knowledge. Confirm how they stay updated on Mississippi's gradual income tax changes and how that affects your planning.
- Experience with diverse portfolios. Ask how they tailor strategies for clients with varying asset types and income sources common in this region.
- Fee structure clarity. Understand whether their flat-fee or other pricing models align with your financial complexity and goals.
- Firm size impact. Inquire how working with advisors from large firms versus independent practices might influence your service and investment choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Roger C
Series 65
Jackson, MS
Eversight Wealth LLC
Roger Collins offers expertise in tax-loss harvesting and retirement income strategies, making him well-suited for clients in Jackson, MS navigating local tax nuances. His flat-fee structure and focus on high-net-worth clients through Eversight Wealth's low-cost, globally diversified portfolios distinguish him from advisors with different fee models or investment approaches.
Experience: 11 years
Avg account: $2,783,126
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Larry W
Series 63, Series 65
Jackson, MS
Voya financial Advisors, Inc.
Larry Wilson offers expertise in retirement planning and business ownership considerations, well-suited for clients in Jackson, MS navigating local tax nuances. Affiliated with VOYA Financial Advisors, a large firm, he provides flat-fee and hourly consulting options, combining model portfolios with manager-driven strategies, which may appeal to clients seeking diverse investment approaches and flexible fee structures.
Experience: 18 years
Avg account: $236,678
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Eric M
Series 63, Series 65
Jackson, MS
LPL Financial
Eric Matthews offers extensive expertise in wealth management and retirement plans, supported by 24 years of experience and Series 63 and 65 licenses, making him well-equipped to address complex financial needs in Jackson, MS. Affiliated with LPL Financial, a large firm known for diverse client services and a flat-fee structure, he provides access to in-house research and a broad range of advisory options, distinguishing him from advisors at smaller practices.
Experience: 24 years
Avg account: $399,489
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Glover R
Series 63, Series 65
Jackson, MS
Russell Wealth Management, LLC
Glover Russell III offers wealth management services in Jackson, MS, with 16 years of experience and holds Series 63 and 65 licenses. His independent firm uses a flat-fee structure and focuses on risk-adjusted returns through fundamental security analysis, catering to high-net-worth individuals and various institutional clients, which may provide a more personalized approach compared to larger firms.
Experience: 16 years
Avg account: $299,616
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Ethan K
Series 65
Jackson, MS
Kelly Capital Group, LLC
Ethan Kelly's decade of experience and Series 65 credential equip him to address complex financial goals in Jackson, MS, with expertise in options strategies, retirement income, and estate planning. Operating independently with a negotiable flat-fee structure, he offers personalized asset management and financial planning, distinguishing him from advisors tied to larger firms or standard fee models.
Experience: 10 years
Avg account: $213,686
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