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Jacob Binner

Advisor at Binnerinvestments

Updated today

Location

Forsyth, GA 31029

Credentials

Series 63, Series 66

Industry experience

3 years

About

Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.

Client services

Based on Binnerinvestments

Financial planning Portfolio management

Expertise

Based on Binnerinvestments

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Cash flow / budgeting Wealth management

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Fee options

Fixed

$100 to $10,000, negotiated based on scope and complexity

Percentage

$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Account minimum: $25,000

Location

45 N Kimbell Street

Forsyth, GA 31029

Most active in

Georgia

Work history

BinnerInvestments LLC

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

Fidelity

2022 - 2025 (3 years)

MERRILL LYNCH

2022 - 2022 (1 year)

E*Trade Securities Llc

2020 - 2022 (2 years)

Texas Roadhouse

2020 - 2020 (1 year)

Merrill Lynch, Bank of America

2018 - 2018 (1 year)

Georgia Southern University

2015 - 2020 (5 years)

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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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 license and previously worked at Christy Capital Management for nine years before joining his current firm in 2018. Wilson is also individually licensed to sell fixed insurance products in Georgia, dedicating less than 25% of his time to this activity. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm primarily uses model-based programs and third-party managers and offers educational seminars and public workshops on financial planning, retirement, and estate topics.

College savings (529s, UTMA, etc.) Retirement income strategy Annuities
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.

Annuities
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Keith D

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.

Passive / index investing
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James B

Series 65

Macon, GA

Beall Financial Planning, Inc.

James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.

General retirement planning Income planning Tax-loss harvesting Passive / index investing
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Tim H

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Tim Hemingway is a financial advisor with Smith, Brown & Groover, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Smith, Brown & Groover since 2005. Outside of his advisory work, Hemingway serves as a licensed professional counselor and United Methodist pastor, providing counseling and religious services in his community. Smith, Brown & Groover, Inc. is a registered investment adviser managing approximately $283 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and tailored investment strategies using technical, fundamental, and cyclical analysis.

Annuities
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