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Clayton Eastridge

Advisor at Edward Jones

Updated today

Location

Thibodaux, LA 70301

Credentials

Series 66

Industry experience

2 years

About

Clayton Eastridge is a financial advisor at Edward Jones in Thibodaux, LA, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at Sealevel Construction, HKA Enterprises Industrial Solutions, and Kirlin Builders. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

507 Saint Philip Suite E

Thibodaux, LA 70301

Most active in

Louisiana · Texas

Work history

Edward Jones

2023 - Present (3 years)

Sealevel Construction, Inc.

2021 - 2023 (2 years)

HKA Enterprises Industrial Solutions

2019 - 2021 (2 years)

Kirlin Builders, LLC

2016 - 2021 (5 years)

Unemployed

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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Jona H

Series 63, Series 65

Thibodaux, LA

The Archer Consulting Group, LLC

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Robert D

Series 66

Thibodaux, LA

Cwm, Llc

Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Hunter T

Series 65

Thibodaux, LA

Cwm, Llc

Hunter Tabor is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at CWM, LLC and Parish Wealth Partners since 2021. Prior to his advisory roles, Hunter was employed in education at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Toby L

Series 63

Thibodaux, LA

Cwm, Llc

Toby Lafont is a financial advisor with CWM, LLC, holding a Series 63 designation and 28 years of industry experience. He is the founder and CEO of Parish Wealth Partners and has worked with firms including LPL Financial and Cetera Wealth Services. Outside of advisory roles, he is the owner of Colonel Properties, LLC, which manages office property holdings. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and partnerships with third-party managers and technology providers.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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David T

Series 63

Thibodaux, LA

Centaurus Financial, Inc.

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus Financial since 1997 and also operates Frankie Tabor Plumbing, a business he has owned since 1984. Additionally, he serves as president of Affiliated Asset Managers, Inc., which provides trust-related services and health insurance sales. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis in its investment approach.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Walton G

Series 63, Series 66

Thibodaux, LA

Eagle Strategies (NY Life)

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) in Thibodaux, Louisiana, holding Series 63 and Series 66 licenses and having eight years of industry experience. He is the owner of Black Swan Solutions LLC, through which he sells New York Life products and brokers non-registered insurance products. Guidry is also involved in community activities, serving as a director for the Thibodaux Firemen's Fair, an officer in the Troops of Saint George Catholic fraternal organization, and a board member of Louisiana’s Cajun Bayou Tourism. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, leveraging third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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