Derek Ray Herlocker

Advisor at Edward Jones — Douglas, GA

Updated today

Credentials

Series 66

Experience

8 years

Location

Douglas, GA 31533

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,133 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Herlocker is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked with Young Living and served at First Baptist Church Homerville. He has also participated as a guest preacher at First Baptist Church Broxton and is a partner in a local farming venture. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Douglas, GA

310 Madison Ave N

Douglas GA 31533

Advisors at this office

3

Most active in

Georgia · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Young Living

2018 - 2018 • 1 year

Lehi, UT

First Baptist Church Homerville

2014 - 2018 • 4 years

Homerville, 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

Robert H

PFS™, Series 65

Douglas, GA

Hurst Wealth Advisors, PC

Robert Hurst Jr. is the sole advisor at Hurst Wealth Advisors, P.C., an independent firm based in Douglas, GA. He holds the PFS™ designation and Series 65 license, with 17 years of industry experience. He has also operated Hurst Financial Advisors, PC since 1999 and is involved with Hurst & Hurst, CPA's, LLC, which he has been associated with since 1992. Hurst Wealth Advisors, P.C. provides fee-only, fiduciary wealth management and comprehensive financial planning services to individuals, entrepreneurs, corporate executives, trusts, estates, small businesses, and retirement plans. The firm emphasizes strategic asset allocation and disciplined rebalancing with low-cost, tax-efficient mutual funds, including institutional funds through Dimensional, and offers integrated tax and retirement-plan consulting alongside pension and institutional plan services.

Retirement income strategy Roth conversion strategy Tax-loss harvesting Concentrated stock management General estate planning guidance Founder/Business Owner Executive
user avatar

Diskin M

Series 63, Series 66

Douglas, GA

Ameriprise

Diskin Morgan Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is a part-owner of a commercial property and a blueberry farming LLC in Georgia. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Matthew M

Series 66

Douglas, GA

Ameriprise

Matthew Mc Cullough is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, Mc Cullough serves on several local boards, including the Community Foundation of Coffee County and the Coffee County Board of Elections, and participates in personnel governance at his local church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jesus J

Series 63, Series 65

Douglas, GA

Ameriprise

Jesus Jimenez is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Florida Financial Advisors DBA Georgia Financial Advisors and has operated an eBay e-commerce store involved in retail arbitrage. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Stephen S

Series 63, Series 65

Douglas, GA

Cambridge Investment Research Advisors

Stephen Story is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Cetera and Summit Financial Group, and he is also the owner of several businesses, including a fishing charter service and a rock and roll cover band in which he performs as guitarist and lead singer. Additionally, he serves on the board of the Coffee County Hospital Authority and supports an educational scholarship for high school seniors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment strategies and platform options, combining proprietary models with access to third-party managers and supports specialized advisor business relationships, including attorneys and CPAs.

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

John T

Series 63, Series 66

Douglas, GA

Raymond James Financial

John Tuten is a financial advisor with Raymond James Financial in Douglas, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. He previously worked at Cantella & Co., Inc. and Hannah Solar. He serves on the finance and investment committee of Douglas First Methodist Church and is a trustee and board member of the South Georgia State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm delivers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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