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Frances Jones

Advisor at STIFEL

Updated today

Location

Hartsville, SC 29550

Credentials

Series 66

Industry experience

14 years

About

Frances Jones is a financial advisor at Stifel in Hartsville, SC, with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2012. Outside of her advisory role, she serves as a trustee for McLeod Regional Health Center and Lake Junaluska Assembly, Inc., where she participates in governance and finance committee activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and probabilistic modeling through its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

242 West Carolina Avenue

Hartsville, SC 29550

Most active in

North Carolina · South Carolina · Texas

Work history

STIFEL

2012 - Present (14 years)

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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CFP®, Series 63

Florence, SC

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Conrad Seastrunk is a financial advisor at Seastrunk Financial Management, LLC in Florence, SC, holding the CFP® designation and a Series 63 license with 15 years of industry experience. He has been affiliated with Seastrunk Financial Management Co. since 1994. Seastrunk Financial Management, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers discretionary and non-discretionary portfolio management and wealth counseling, utilizing a tax-aware investment approach and combining fee-only advisory services with in-house personal income tax preparation.

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Leah P

Series 66

Hartsville, SC

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Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

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Series 66

Hartsville, SC

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Hannah A

Series 66

Hartsville, SC

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Jordan M

Series 66

Hartsville, SC

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Jordan Melton is a financial advisor with Edward Jones in Hartsville, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton is involved in land and timber businesses, managing agricultural and raw land holdings in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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