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Bradley W Richmond

Advisor at Edward Jones — Dexter, GA

Updated today

Credentials

Series 66

Experience

—

Location

Dexter, GA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Bradley Richmond is a Series 66 licensed advisor with Edward Jones, where he has worked since 2026. He has prior experience with firms including GovStrive and Simple Moving, and has held various roles at Valdosta State University from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, 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

Based on Edward Jones

Wealth management Tax-loss harvesting 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

Dexter, GA

Dexter GA

Advisors at this office

1

Most active in

Georgia

Work history

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Simple Moving

2026 - 2026 • 1 year

Dudley, GA

GovStrive

2020 - 2026 • 6 years

Dublin, GA

ResCare Community Living

2019 - 2020 • 1 year

Valdosta, GA

Azalea Consulting Services

2018 - 2020 • 2 years

Valdosta, GA

Valdosta State University

2018 - 2020 • 2 years

Valdosta, GA

Empire H2O LLC

2018 - 2018 • 1 year

Thomasville, GA

Valdosta State University

2018 - 2018 • 1 year

Valdosta, GA

Barberitos Franchising, Inc.

2017 - 2017 • 1 year

Valdosta, GA

Valdosta State University

2016 - 2017 • 1 year

Valdosta, GA

Valdosta State University

2014 - 2020 • 6 years

Valdosta, GA

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

Matthew S

Series 63, Series 65

Dublin, GA

Tlg Advisors, Inc.

Matthew Sweat is a financial advisor with TLG Advisors, Inc. in Dublin, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Equitable Advisors LLC, and M HOLDINGS SECURITIES, Inc. He is also the owner of M Sweat Financial Resources and Deep South Financial, managing non-investment related business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Barry R

Series 63, Series 65

Dublin, GA

Lincoln Investment

Barry Rawls is a financial advisor with Lincoln Investment in Dublin, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2012 and has operated Barry Rawls & Associates since 1993. Outside of advising, he is involved in estate management as executor and trustee and holds roles in steel fabrication and industrial supply businesses. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supporting both advisor-managed and firm-managed strategies with a focus on tailored client solutions.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired

William D

Series 66

Dublin, GA

Edward Jones

William Daidone is a financial advisor with Edward Jones in Dublin, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a part owner of Hillcrest Advisors, a real estate business based in Dublin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Casey P

Series 66

Dublin, GA

Edward Jones

Casey Price is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at State Farm Insurance Co for two years. Outside of his advisory role, he is a co-owner of Southern Son Auto Sales, a used vehicle sales business in Wrightsville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management Business succession planning Multi-generational wealth transfer Government Employee Founder/Business Owner Intergenerational Families Religious/faith focused
user avatar

Bradley S

Series 63, Series 65

Dublin, GA

Cetera

Bradley Skeeters is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Insurance Services, Inc. and 13 years with 1st Global Advisors, Inc. He is also affiliated with Nichols, Cauley & Associates, LLC, where he has served as a financial advisor since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Aaron G

Series 66

Dublin, GA

Edward Jones

Aaron George is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked for over 19 years at Oconee Fall Line Technical College and spent more than two decades at Trinity Christian School. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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