Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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, including 12 years at Edward Jones before joining &PARTNERS in 2024. He holds a Series 66 designation. Outside of his advisory role, Fort serves as a senior pastor at Great Commission Ministries and owns a cattle-raising operation called Fort Farms. He also holds volunteer board positions with the Clarendon County Chamber of Commerce and Clarendon Christian Learning Center. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of strategies using both proprietary and third-party models, with services delivered through discretionary and non-discretionary arrangements.
Based on &PARTNERS
Based on &PARTNERS
Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.
Commissions assessed on certain transaction fees in addition to advisory fees.
Hourly consulting fees as agreed with client, billed monthly.
Subscription fees may be charged for services like research reports (e.g., $500/month).
Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.
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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