Mary Cantrell

Advisor at Edward Jones

Updated today

Location

Jasper, GA 30143-0000

Credentials

Series 66

Industry experience

7 years

About

Mary Cantrell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was employed at United Community Bank Inc for twelve years. Mary serves on the finance committee of Woodstock Church in Jasper, Georgia, where she reviews financial statements and budget recommendations for the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, trust services, and securities-based lending options.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

LGBTQIA

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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

95 Whitfield Dr Ste B

Jasper, GA 30143-0000

Most active in

Georgia

Work history

Edward Jones

2018 - Present (8 years)

United Community Bank Inc

2006 - 2018 (12 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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Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Income planning General retirement planning Wealth management Active portfolio management General tax planning
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Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
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Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at Northwestern Mutual and held positions in education and management, including at Reinhardt University and several high schools. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
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Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Kiker Wealth Management, LLC in Jasper, GA. He has been with Kiker Wealth Management since 2016 and previously worked at Bent Tree Community, Inc. Smith also holds a Series 65 license and is involved in fixed insurance sales on a limited basis. Kiker Wealth Management offers financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
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John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kiker Wealth Management since 2017, following four years at Raymond James & Associates, Inc. He is also president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, utilizing mutual funds, ETFs, individual stocks, and both long- and short-term strategies including options and short sales.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
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Cheryl F

Series 65

Jasper, GA

Mutual of Omaha Investor Services, Inc.

Cheryl Farmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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