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Jacob Lawrence Fedor

Advisor at Raymond James Financial — Madison, IN

Updated today

Credentials

Series 66

Experience

26 years

Location

Madison, IN 47250

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jacob Fedor is a financial advisor with Raymond James Financial in Madison, IN, holding a Series 66 credential and 26 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2009. Outside of his advisory role, he serves as a committee member at Harrison Lake Country Club, providing feedback on golf course conditions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Madison, IN

501 Clifty Dr

Madison IN 47250

Advisors at this office

1

Most active in

Indiana · Texas

Work history

26 years of industry experience

Senninger Plumbing

2009 - Present • 17 years

Columbus, IN

First Financial Bancorp

2009 - Present • 17 years

Madison, IN

First Financial Bancorp

2009 - Present • 17 years

Madison, IN

Raymond James Financial

2009 - Present • 17 years

Madison, IN

Raymond James financial Services

2009 - Present • 17 years

Columbus, IN

Mainsource Bank

2009 - 2018 • 9 years

Madison, IN

Wells Fargo Clearing

2008 - 2009 • 1 year

IN

A. G. Edwards & Sons, Inc.

2000 - 2008 • 8 years

Disclosures

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

Business activities & affiliations

Chad L

CFP®, Series 66

Madison, IN

Edward Jones

Chad Lewis is a CFP®-credentialed financial advisor with Edward Jones in Madison, IN, with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ivy Tech Community College and held various roles with the State of Indiana. Outside of his advisory role, he serves on the Board of Directors for LifeSpring Health Systems and on the Board of Trustees for Ivy Tech Community College, and coaches middle school basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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William E

Series 66

Madison, IN

LPL Financial

William Eccles is a financial advisor with LPL Financial in Madison, Indiana, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is president of BE Dream Homes, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Joshua M

Series 63, Series 65

Madison, IN

LPL Financial

Joshua Mahoney is a financial advisor with LPL Financial in Madison, IN, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He previously worked at Investment Centers of America before joining LPL Financial in 2017. Outside of his advisory role, he raises show pigs for local 4-H participants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by operational tools including machine learning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

James L

Series 66

Madison, IN

Robert Baird & Co.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

William H

Series 66

Madison, IN

LPL Financial

William Hensler is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, he worked at AgilQuest Corporation and Batesville Casket Co. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by various research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Nicholas S

CFP®, Series 66

Madison, IN

Edward Jones

Nicholas Schafer is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in community activities, including organizing food vendors and assisting with budgeting and investment selection for the annual Chautauqua Festival in Madison, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages over $1 trillion in assets with a large network of advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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