Alyssa Thornton

Advisor at Edward Jones — Palm Coast, FL Flagler Plaza Drive

Updated today

Credentials

Series 66

Experience

8 years

Location

Palm Coast, FL 32137

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Alyssa Thornton is a Series 66 licensed financial advisor with Edward Jones in Palm Coast, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at United Methodist Day School and Stetson University. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Inheritance planning 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

See office

Palm Coast, FL Flagler Plaza Drive

107 Flagler Plaza Drive

Palm Coast FL 32137

Advisors at this office

2

Most active in

Florida · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

United Methodist Day School

2016 - 2017 • 1 year

Palm Coast, FL

Stetson University

2014 - 2017 • 3 years

Deland, FL

Disclosures

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

Business activities & affiliations

user avatar

Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Wealth management Cash flow / budgeting
user avatar

Neal A

Series 65

Palm Coast, FL

Albert Capital Management LLC

Neal Albert is a financial advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with five years of industry experience. He has worked with Albert Capital Management since 2021 and has previously held roles at Grabber Construction Products and Allied Building Materials. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified, low-cost mutual funds and ETFs, offers customized Investment Policy Statements, and conducts ongoing educational seminars.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
user avatar

Martin A

Series 65, Series 63

Palm Coast, FL

Baffin Advisors LLC

Martin Anidjar is the founder and sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 65 and Series 63 licenses and has been working with Baffin Advisors since 2009. Baffin Advisors provides discretionary portfolio management exclusively to high-net-worth non-U.S. individuals. The firm uses a medium-term global macro investment framework with experience in emerging markets, offering personalized portfolio allocations across multiple asset classes to suit client objectives and risk profiles.

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
user avatar

Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Active portfolio management Wealth management
user avatar

Wade R

Series 66

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement income strategy
user avatar

Keith W

CFP®, Series 65

Palm Coast, FL

Capstone Investment Management LLC

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management
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