Andrew Magness

Advisor at Edward Jones

Updated today

Location

Mc Donough, GA 30253

Credentials

Series 66

Industry experience

2 years

About

Andrew Magness is a Series 66-licensed financial advisor at Edward Jones in McDonough, GA, with two years of industry experience. Prior to joining Edward Jones, he worked for National Merchandising Services LLC for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

115 Westridge Industrial Blvd, Suite 111

Mc Donough, GA 30253

Most active in

Georgia · Texas

Work history

Edward Jones

2023 - Present (3 years)

National Merchandising Services LLC

2012 - 2023 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Latavius P

Series 63, Series 65

Mc Donough, GA

CSG Wealth Management

Latavius Powell is a financial advisor at CSG Wealth Management with 19 years of industry experience. He has held Series 63 and Series 65 licenses and has led CSG Wealth Management since 2010. Outside of advising, Powell holds a real estate license and is involved in a film production company and a trucking business, each requiring limited time monthly. CSG Wealth Management primarily serves professional athletes and high-net-worth individuals, providing financial planning, consulting, and portfolio management. The firm uses a value-oriented investment approach that blends fundamental and technical analysis and offers tailored financial plans and investment recommendations.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of OBN Wealth Advisors, an independent firm he has led since 2016. Prior to founding OBN Wealth Advisors, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of advising, he is an author and professional speaker through his involvement with One Bucket Nation LLC. OBN Wealth Advisors serves individuals, including high-net-worth clients, and small businesses by providing financial planning, investment consultation, retirement-plan advice, and portfolio management. The firm combines fundamental analysis with technical and cyclical methods, using both active and passive management strategies, and offers educational seminars and written materials alongside its advisory services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Vincent B

Series 63, Series 65

Fayetteville, GA

Personal Financial Solutions, LLC

Vincent Bethel Jr. is the sole advisor at Personal Financial Solutions, LLC in Fayetteville, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Personal Financial Solutions since 2003. Bethel also holds a license as an insurance agent, selling life, disability, and other insurance products on a limited basis. Personal Financial Solutions offers discretionary portfolio management and limited financial planning primarily to individuals and small businesses. The firm employs an investment approach focused on asset allocation with monthly rebalancing and combines investment management with tax preparation and insurance brokerage services.

General tax planning Wealth management
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