Christopher Robert Cahill

Advisor at Edward Jones — Williston, FL

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Williston, FL 32696-2144

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christopher Cahill is a financial advisor with Edward Jones in Williston, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His work history includes roles at Lincoln Financial Advisors and several other firms prior to joining Edward Jones. Cahill also utilizes a debt management software tool to assist younger clients with managing their debts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Retirement income strategy

Occupation focus

Military & Veterans Founder/Business Owner Financial Professional Consultant Attorney

Demographic focus

Values-based investing Religious/faith focused

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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

Williston, FL

119 E Noble Ave

Williston FL 32696-2144

Advisors at this office

2

Most active in

Florida

Work history

17 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Ashley Home Stores

2022 - 2022 • 1 year

Ocala, FL

Marion County Public Schools

2021 - 2022 • 1 year

Dunnellon, FL

Shade Brothers

2020 - 2021 • 1 year

Wildwood, FL

Q4 Quest

2018 - 2021 • 3 years

Ocala, FL

Lincoln Financial Advisors

2015 - 2018 • 3 years

Jacksonville, FL

Osaic FA, Inc.

2013 - 2018 • 5 years

Merrill

2008 - 2013 • 5 years

MD

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

Patricia M

Series 63

Morriston, FL

Cherry Creek Investment Advisors Inc

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

Retirement income strategy General estate planning guidance Income planning
user avatar

Osvaldo D

Series 66

Williston, FL

Kovack Advisors, Inc.

Osvaldo Delgado Jr. is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Kovack Advisors and its affiliate Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner of a digital marketing agency serving churches and nonprofit organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering a range of advisory services including portfolio management, financial planning, and access to sub-advisory programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Donald S

Series 63, Series 65

Williston, FL

IP Financial Advisory Services LLC

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

David N

Series 66

Williston, FL

Edward Jones

David Nettles is a Series 66 licensed advisor with Edward Jones, based in Williston, Florida, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

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

Michelle R

Series 63, Series 65

Bronson, FL

LPL Financial

Michelle Rafferty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp and Capital City Banc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Brandon W

CFP®, Series 66

Ocala, FL

J.P. Morgan Securities

Brandon White is a CFP® with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held previous roles at Merrill, Bank of America, and Raymond James. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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