user avatar

Cynthia Ann Jackson

Advisor at Edward Jones — Lafayette, GA 503 North Main Street

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Lafayette, GA 30728

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cynthia Jackson is a financial advisor with Edward Jones in Lafayette, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she operates a vintage and antique store and participates in a local artisans market selling handmade soaps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Lafayette, GA 503 North Main Street

503 North Main Street

Lafayette GA 30728

Advisors at this office

2

Most active in

Alabama · Georgia · Texas

Work history

39 years of industry experience

Edward Jones

2017 - Present • 9 years

Saint Louis, MO

UnEMPLOYED

2016 - 2016 • 1 year

Birmingham, AL

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

Joseph A

Series 63, Series 65

Chickamauga, GA

Kovack Advisors, inc.

Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

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

Keith W

Series 66

Trenton, GA

Edward Jones

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 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, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Passive / index investing Founder/Business Owner
user avatar

Matthew D

Series 66

Chickamauga, GA

Thrivent Investment Management

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar

Robert L

CFP®, Series 66

Chickamauga, GA

Edward Jones

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

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

Christopher O

Series 66

Chickamauga, GA

Edward Jones

Christopher Oliver is a financial advisor at Edward Jones in Chickamauga, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for the WinShape Foundation for nearly a decade. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across the United States. The firm offers a range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

Business ownership considerations Family Business Business succession planning ESG / Sustainable investing General estate planning guidance Founder/Business Owner Doctor or Medical Professional
user avatar

Brandon L

Series 65

Rock Spring, GA

Cambridge Investment Research Advisors

Brandon Luedtke is a Series 65-credentialed advisor with Cambridge Investment Research Advisors. He joined the firm in 2026 and has prior work experience in hospital psychiatry from 2018 to 2026. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custodial platforms and a range of discretionary and non-discretionary investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")