10 Best Financial Advisors in Jackson (for 2019)

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This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

The capital city of Mississippi, Jackson, embraces some historic sites that were at the forefront in the United States civil rights movement. Yet on top of this history, there is also a strong economy at work, with an active surrounding region and several companies making their home in the city. This all means there’s plenty of successful people like yourself living in Jackson. Yet you might need help managing your wealth, and fortunately, there are many financial advisors and financial planners ready to help you in Jackson as well.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

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Here are our top five choices for financial advisory firms in Jackson, Mississippi:

Raymond James & Associates, Inc.

With more than $176 billion in assets under its management, Raymond James & Associates, Inc. is a large firm that serves clients both in the country and internationally. The firm works with non-high-net-worth individuals, athletes, entertainers, artists, affluent families, corporate executives, and business owners.

With a sizable advisory staff, they can handle just about anything that is thrown to them, all thanks to their vast institutional experience. They provide a wide range of services, and no matter your financial situation there’s a strong chance they can lead you to better financial security.

Raymond James & Associates, Inc. is a fee-based firm that has a $100,000 minimum account requirement to work with them.

You can expect the following working with Raymond James & Associates:

  • A firm that gives back to the community.
  • A network for women to share insight, business growth, and promote themselves towards financial success.
  • A large team of advisors that have a diverse range of specialties.

LPL Financial

LPL Financial is another large firm that serves people throughout the country. It has more than $159 billion in assets under its management. Working with them, you can expect a firm that will easily manage your assets and confidently handle any issues that arise.

They work with individuals and institutions. Their provided services are investment research, retirement plan consulting services, customized advisory services, and financial planning. The firm uses both diversified and alternative investment strategies, and it’s a firm that uses traditional and modern asset classes. They’ll consider what works best for you before making a decision on your portfolio management strategy.

LPL Financial is a fee-based firm that has a $25,000 minimum account requirement to work with them.

You can expect the following working with LPL Financial:

  • An advisor-enhanced digital advice program that can be accessed at any time.
  • Excellent customer service.
  • Experience dealing with complex financial problems.

Ballew Wealth Management

Ballew Wealth Management has been around since 1988 and has nearly $580 million in assets under its management. They have been in the financial advisory, financial services, and investment management business for more than 30 years. On staff they have a couple of certified financial planners (CFPs), a certified public accountant (CPA), and a chartered financial consultant (ChFC), among other financial professionals.

They offer services such as asset managementfinancial planning, private wealth managementestate planning, and retirement planning. The firm utilizes an objective and unbiased approach that’s both transparent and well-articulated. It does this to meet its commitment of reaching clients’ financial goals.

Ballew Wealth Management is a fee-based firm that has a $100,000 minimum account requirement to work with them.

You can expect the following working with Ballew Wealth Management:

  • The option to set restrictions regarding investing in specific industry sectors or type of securities.
  • The flexibility to choose a customized portfolio strategy.
  • Regular monitoring and adjustment of your portfolio alongside your investment advisory services.

EFP Advisors, Inc

EFP Advisors, Inc does its business under the names McDaniel & Register Financial Advisors and has more than $180 million in assets under its management. They serve individuals, businesses, trusts, estates, pension and profit-sharing plans, and charitable organizations.

They seek to minimize risks for their clients’ portfolios by choosing a globally diverse asset allocation that does better in a volatile market. You can expect regular follow-ups on the progress of your portfolio to make sure it is on track.

EFP Advisors, Inc is a fee-only firm that has no set minimum account requirement to work with them.

You can expect the following working with EFP Advisors:

  • The adjustment of asset allocation to take advantage of potential opportunities.
  • An additional management service that involves creating a 401(k)-portfolio plan and learning how to maintain it.
  • An investment strategy that mostly focuses on minimizing portfolio risk, often using mutual funds and more conservative investment advice.

Wealthview Capital, LLC

Founded in 2009, Wealthview Capital, LLC has more than $175 million in assets under its management. They offer the following services: professional asset management, holistic wealth managementeducation planning, goals-based planning, legacy planning, retirement planning, and insurance planning.

Their client base is mostly high-net-worth individuals, but the firm also works with businesses, foundations, and trusts. The firm adopts a holistic approach in managing its client’s portfolios by using index funds when allocating assets. They also heavily consider your goals, risk tolerance, and personal values.

Wealthview Capital, LLC is a fee-only firm that has no set minimum account requirement to work with them.

You can expect the following working with Wealthview Capital:

  • A free consultation.
  • Low-cost portfolios that have tax planning in mind.
  • Educational resources, quarterly newsletters, and occasional blogs.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%
  • (Your zip ensures quotes are as accurate as possible for your area)

Conclusion

When you’ve accumulated some wealth, one of your greatest fears can become mismanaging your money or losing it far too quickly. A financial advisory firm like one of the five listed above can ensure that this won’t happen and instead set you up for growth in the future. We want you to enjoy life even more and save time, and so we urge you to perform further research on each firm and select the one that seems to be the best pick for you.

Ryan Friend

Ryan Friend

Ryan Friend

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