Jason
Windham
The Shobe Financial Group
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About this Advisor
Jason Windham is a certified financial planner and chartered financial consultant operating out of Baton Rouge, Louisiana with a total of 21 years of relevant experience. Windham currently works for The Shobe Financial Group. Windham has gained experience at Edsa Group Ii, LLC, Financial Benefits, Inc, Shobe & Associates, Inc Dba The Shobe Financial Group, Cetera Advisor Networks LLC, Cwm, LLC Dba Carson Wealth-The Shobe Financial Group, Cwm, LLC Dba Carson Group Holdings, Raymond James Financial Services, Inc, The Edsa Group and Cwm, LLC Dba Carson Partners - Crd # 155344. Windham has a Series 63 license, which qualifies them as a securities broker, and can serve investors in Louisiana and Texas. The Shobe Financial Group is an advisory firm based out of Baton Rouge, LA. The company has offices in three locations and a total of 21 advisors. It manages $397 million in total assets between its 299 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 299 client accounts, 36% are associated with high-net-worth individuals who have more than $1 million in assets. The Shobe Financial Group performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of services offered. However, fee types billed by The Shobe Financial Group can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Shobe Financial Group Brokerage Details
$396,600,000
21
299
$1,326,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Windham Work History
Jason has been registered as a financial advisor for 21 years.*
Cetera Advisor Networks LLC
Cwm, LLC Dba Carson Wealth-The Shobe Financial Group
Cwm, LLC Dba Carson Group Holdings
Cwm, LLC Dba Carson Partners - Crd # 155344
Financial Benefits, Inc
Shobe & Associates,Inc Dba The Shobe Financial Group
Edsa Group Ii, LLC
Raymond James Financial Services, Inc
The Edsa Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Windham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Shobe Financial Group
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
