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Jacob Fedor

Advisor at Raymond James Financial

Updated today

Location

Madison, IN 47250

Credentials

Series 66

Industry experience

26 years

About

Jacob Fedor is a financial advisor with Raymond James Financial in Madison, IN, holding a Series 66 designation 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 on a committee at Harrison Lake Country Club that provides feedback on golf course conditions. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than delegated management.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

501 Clifty Dr

Madison, IN 47250

Most active in

Indiana · Texas

Work history

Senninger Plumbing

2009 - Present (17 years)

First Financial Bancorp

2009 - Present (17 years)

First Financial Bancorp

2009 - Present (17 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James financial Services

2009 - Present (17 years)

MainSource Bank

2009 - 2018 (9 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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 designation and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he serves as president of BE Dream Homes, LLC, a home-based business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joshua M

Series 63, Series 65

Madison, IN

LPL Financial

Joshua Mahoney is a financial advisor with LPL Financial in Madison, Indiana, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Investment Centers of America from 2014 to 2017 before joining LPL Financial. Outside of his advisory work, he raises show pigs for local 4-H members. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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
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William H

Series 66

Madison, IN

LPL Financial

William Hensler is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to his current role, he held positions at AgilQuest Corporation and Batesville Casket Co. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

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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