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Dylan J Windom

Advisor at Edward Jones — Tifton, GA Old Ocilla Rd

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Tifton, GA 31794

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Dylan Windom is a financial advisor at Edward Jones in Tifton, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served on the Ben Hill and Coffee County Boards of Education from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

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

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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

Tifton, GA Old Ocilla Rd

1805 Old Ocilla Rd

Tifton GA 31794

Advisors at this office

4

Most active in

Georgia

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Edward Jones

2025 - 2026 • 1 year

Tifton, GA

Edward Jones

2024 - 2025 • 1 year

Tifton, GA

unemployed

2024 - 2024 • 1 year

Tifton, GA

Ben Hill Board of Education

2022 - 2024 • 2 years

Fitzgerald, GA

Coffee County Board of Education

2016 - 2022 • 6 years

Douglas, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper Jr. is the sole advisor at Harper Financial Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has a professional background including roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton GA YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure with passively managed index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios tailored to client objectives.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Camden C

Series 66

Tifton, GA

&PARTNERS

Camden Collins is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Integrated Financial Group of South Georgia. His prior roles include positions at Del Sur and Gnats Landing. &PARTNERS serves a diverse clientele of individuals and institutions, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, utilizing a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Steven F

Series 63, Series 65

Tifton, GA

&PARTNERS

Steven Flowers Jr. is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, Principal Life Insurance, Principal Securities, and operated Flowers Financial Group. He is involved with the Tift Area YMCA, indicating participation in local nonprofit activities. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a variety of strategies and platforms, including discretionary and non-discretionary portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Owen P

Series 66

Ocilla, GA

Principal Financial Services

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Matthew T

Series 65, Series 63

Tifton, GA

Principal Financial Services

Matthew Thomas is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Principal, he worked at PFS Investments Inc. and Primerica Life Insurance Company. Outside of his advisory role, Thomas has involvement in sales of loan products and home security referrals through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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