Amanda Denise Payne

Advisor at Edward Jones — Blue Ridge, GA East 1st Street

Updated today

Credentials

Series 66

Experience

18 years

Location

Blue Ridge, GA 30513

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Amanda Payne is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1999. Outside of her advisory role, she manages Bulls Eye Investments LLC, a real estate business based in Blue Ridge, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management

Occupation focus

Financial Professional

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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

Blue Ridge, GA East 1st Street

3798 East 1st Street Suite A

Blue Ridge GA 30513

Advisors at this office

3

Most active in

Georgia · Texas

Work history

18 years of industry experience

Edward Jones

1999 - Present • 27 years

St. Louis, MO

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

Jeffrey R

CFP®, ChFC®, Series 63

Ellijay, GA

Asset Protection Group, LLC

Jeffrey Riblet is a financial advisor at Asset Protection Group, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at his current firm since 2010. Riblet also provides personal financial counseling to military personnel, focusing on military benefits, cash flow, and debt reduction. Asset Protection Group offers discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory in investment selection and operates as a fiduciary without taking custody of client assets.

Wealth management General tax planning General retirement planning General estate planning guidance Life insurance needs analysis
user avatar

John C

Series 63, Series 65

Blue Ridge, GA

Asset Accumulation, Protection, Preservation and Transfer, LLC

John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC and holds Series 63 and Series 65 credentials with 41 years of industry experience. He has worked at Dempsey Lord Smith, LLC and has led his current firm since 1999. In addition to his advisory work, Cory is a licensed attorney and CPA with ongoing involvement in legal and tax services, and he serves as co-trustee for two trusts. His firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, including corporations and family limited partnerships. The firm emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity, and integrates legal, tax, and insurance expertise within its advisory offerings.

Wealth management Tax-loss harvesting Long-term care insurance Disability insurance
user avatar

Ian M

Series 63, Series 66

Blue Ridge, GA

Swords Capital Management, LLC

Ian Mayville is the principal advisor at Swords Capital Management, LLC, an independent firm based in Blue Ridge, GA. He holds Series 63 and Series 66 licenses and has 29 years of experience in the financial industry, including a long tenure at LPL Financial. Ian launched Swords Capital Management in 2024 to provide independent advisory services. Swords Capital Management offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm manages approximately $47 million in assets and employs a discretionary approach that incorporates cyclical and fundamental analysis alongside modern portfolio theory, with portfolios typically emphasizing equity ETFs, individual equities, and a range of alternative strategies.

Options & derivatives strategies Tax-loss harvesting Annuities
user avatar

Gregory F

ChFC®, Series 63, Series 65

Ellijay, GA

ValMark Advisers, Inc.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Clifford S

Series 63, Series 66

Blue Ridge, GA

CL Wealth Management LLC

Clifford Shirah is a financial advisor at CL Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cabot Lodge Securities, SB Advisory, LLC, IFS Securities, Inc., and ProEquities, Inc. Outside of his advisory work, he serves as treasurer for the FCHS Dugout Club, a nonprofit booster organization supporting a local high school baseball team. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies and a combination of fundamental and technical analysis.

Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Jennifer C

Series 66

Blue Ridge, GA

AE Wealth Management, LLC

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 12 years of industry experience. She has held roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. Outside of her advisory work, she serves as operations manager for Imagine Financial, overseeing business operations and processing for securities and insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a focus on standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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