Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Dean Martin (CRD# 4557155) is an Investment Advisor Representative working at Edward Jones in New Roads, LA and has over 14 years of experience in the finance industry. Dean Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with...