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Credentials
Series 66
Experience Industry experience
14 years
Location
Manning, SC 29102
&PARTNERS
Enterprise
Derrick Fort is a financial advisor at &Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years. Outside of his advisory role, Fort serves as Senior Pastor at Great Commission Ministries and is involved in agricultural operations through ownership of Fort Farms, where he raises cattle and manages crop planting. He also participates in local community organizations, including serving on the boards of the Clarendon County Chamber of Commerce and the Clarendon Christian Learning Center. &Partners is an enterprise firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, combining proprietary and third-party investment solutions across various strategies, and engages in both commissionable and fee-based activities.
Based on &PARTNERS
Based on &PARTNERS
Fixed fees for financial planning and consulting services, as negotiated
$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services
Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions
Hourly consulting fees as agreed upon with client
Subscription fee of $500/month for weekly market commentary service
Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services
Manning, SC
27 W. Boyce Street
Manning SC 29102
Advisors at this office
1
South Carolina · Texas
14 years of industry experience
&Partners, LLC
2024 - Present • 2 years
Nashville, TN
Edward Jones
2012 - 2024 • 12 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 65
Summerton, SC
MBIA Capital Advisors
Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.
Series 66
Manning, SC
Edward Jones
Jesse Surette is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Clarendon County Chamber of Commerce and Simpson Hardware and Sports. Outside of finance, he has assisted full-time staff with live television and venue productions for University of South Carolina sporting events in collaboration with ESPN and the SEC Network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Manning, SC
Edward Jones
Daniel Jordan is a financial advisor with Edward Jones in Manning, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a commercial office property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and maintains a large network of advisors and branch offices across the United States.
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