Jonathan Godert Vander Hart

Advisor at Edward Jones — Lafayette, GA 514 North Main St

Updated today

Credentials

Series 66

Experience

11 years

Location

Lafayette, GA 30728

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jonathan Vander Hart is a financial advisor with Edward Jones in Lafayette, GA, holding a Series 66 designation and eleven years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Multi-generational wealth transfer Inheritance planning General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Intergenerational Families

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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

Lafayette, GA 514 North Main St

514 North Main St

Lafayette GA 30728

Advisors at this office

2

Most active in

Georgia · Texas

Work history

11 years of industry experience

Edward Jones

2015 - Present • 11 years

St Louis, MS

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

Joseph A

Series 63, Series 65

Chickamauga, GA

Kovack Advisors, Inc.

Joseph Aloisio is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Kovack Advisors since 2015 and has been associated with Security Mutual Life Insurance Co. since 1973. Aloisio also maintains a life insurance sales activity, dedicating significant time to it during trading hours. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a mix of internally created models and third-party managers to construct and manage client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Keith W

Series 66

Trenton, GA

Edward Jones

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Passive / index investing Founder/Business Owner
user avatar

Matthew D

Series 66

Chickamauga, GA

Thrivent Investment Management

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar

Robert L

CFP®, Series 66

Chickamauga, GA

Edward Jones

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Christopher O

Series 66

Chickamauga, GA

Edward Jones

Christopher Oliver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for the WinShape Foundation for nine years. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Family Business Business succession planning ESG / Sustainable investing General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Brandon L

Series 65

Rock Spring, GA

Cambridge Investment Research Advisors

Brandon Luedtke is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of experience in the financial industry, having previously worked in hospital psychiatry for eight years. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

Annuities Retirement plans for business owners (SEP, solo 401k)
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