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Credentials
Series 66
Experience Industry experience
16 years
Location
Thomaston, GA 30286
Edward Jones
Institution
Benjamin Trice is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the controller and owner of 5T Holdings LLC, a real estate business in Thomaston, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Thomaston, GA W Main St
331 W Main St
Thomaston GA 30286
Advisors at this office
1
Georgia · Texas
16 years of industry experience
Edward Jones
2010 - Present • 16 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Thomaston, GA
Edward Jones
John Peek is a financial advisor with Edward Jones in Thomaston, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2016 and also maintains a role at Lifetime Financial Solutions. Outside of his advisory work, he serves as Treasurer on the Administrative Council of Mt. Gap Church The Rock and is a board member of A Window of Hope for Upson’s Kids, a local nonprofit organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Series 66
Thomaton, GA
Thrivent Investment Management
Johnathon Peacock is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked previously at Wealth Intelligence, LLC and Raymond James Financial Services, Inc. before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
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