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Richard Anderson Peel

Advisor at Edward Jones — Jesup, GA E Cherry St

Updated today

Credentials

Series 66

Experience

18 years

Location

Jesup, GA 31546

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Richard Peel is a financial advisor with Edward Jones in Jesup, GA, holding the Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Jesup, GA E Cherry St

248 E Cherry St

Jesup GA 31546

Advisors at this office

1

Most active in

Georgia · Texas

Work history

18 years of industry experience

Edward Jones

2010 - Present • 16 years

St Louis, MO

Merrill

2008 - 2010 • 2 years

GA

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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Gary D

CFP®, Series 63, Series 65

Jesup, GA

Silver Oak Securities, Inc.

Gary Dorsey is a CFP®-credentialed financial advisor with 31 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial, Invest Financial Corp., Capital Research and Management, Inc., and Sugarloaf Wealth Management, LLC. Outside of his advisory work, he owns Gary W. Dorsey and Associates, an investment-related business providing life insurance and fixed annuity sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm offers various advisory programs emphasizing discretionary investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Ferrell O

Series 63, Series 65

Jesup, GA

Hornor, Townsend & Kent, LLC

Ferrell O'Quinn is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and Country. Outside of advising, he manages a laundry business and is involved in billboard and digital board sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with third-party asset manager relationships to provide tailored investment solutions.

Business succession planning Wealth management
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Stephen C

Series 63, Series 65

Ludowici, GA

OSAIC

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Intervest International Equities Corp for 16 years. He is also involved in insurance brokerage as the owner of a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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