user avatar

James Luel Poole III

Advisor at Raymond James Financial — Moultrie, GA

Updated today

Credentials

Series 66

Experience

16 years

Location

Moultrie, GA 31768

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

James Poole III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he serves as a board member of the Ellen Payne Odom Genealogy Library. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Moultrie, GA

27 E. Central Avenue

Moultrie GA 31768

Advisors at this office

4

Most active in

Florida · Georgia

Work history

16 years of industry experience

Raymond James Financial Services Advisors INC.

2015 - Present • 11 years

Moultrie, GA

Raymond James Financial Services, inc.

2015 - Present • 11 years

Moultrie, GA

Edward Jones

2010 - 2015 • 5 years

Disclosures

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

Business activities & affiliations

user avatar

Molly S

CFP®

Moultrie, GA

Bluesky Wealth Advisors, LLC

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Real estate investing Tax strategies for small businesses
user avatar

Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor at Kestra Private Wealth Services, LLC with 31 years of industry experience. She holds a Series 63 designation and has previous experience with Raymond James Financial Services, Inc, The First Bank, and Southwest Georgia Bank. Outside of her advisory role, she assists with administrative tasks at Inspired Wealth Planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including Colquitt Regional Medical Center, Archway Partnership Colquitt County, and Moultrie Housing Authority, and is involved with his local First Baptist Church. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with oversight of advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in trucking and education sectors. He is also the owner of a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a wealth management firm that serves a diverse client base, including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner

Robin R

Series 66

Moultrie, GA

Edward Jones

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Retirement withdrawal strategies Founder/Business Owner

Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)