Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
22 years
Location
Cordele, GA 31015
LVZ, Inc.
Team
Robert Stewart Jr. is a financial advisor at LVZ, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Harbour Investments, Inc. Since 2008, he has also been the owner and operator of Stewart Financial Group, an independent insurance agency. Additionally, he serves as an independent contractor on the Board of Equalization, handling property evaluation disputes. LVZ, Inc. serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, utilizing a range of portfolio styles and strategies.
Based on LVZ, Inc.
$250 per quarter for Outside Management Consulting Services; flat fees for financial planning (quoted per project); up to $500 for estate planning access services; flat investment advisory fee for non-traded assets (negotiable)
$0 - $750,000: 1.5% $750,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1%
Up to $400 per hour for financial planning and consulting services
Ongoing monthly fees for financial planning and consulting services (negotiable)
Account minimum: $100,000 and above Minimum fee: $60 annual maintenance fee for accounts below $100,000 (charged quarterly or monthly in increments) Fee-only: Financial planning fees: hourly rate up to $400/hr, fixed fees (up to 3% of assets analyzed), ongoing monthly fees (negotiable, min $100)
Cordele, GA
219 S. 7th Street
Cordele GA 31015
Advisors at this office
1
Georgia
22 years of industry experience
LVZ, Inc.
2020 - Present • 6 years
Holland, MI
Harbour Investments, Inc
2015 - 2020 • 5 years
Madison, WI
Stewart Financial Group
2015 - Present • 11 years
Cordele, GA
Next Financial Group, Inc.
2008 - 2015 • 7 years
1717 Capital Management Company
2004 - 2008 • 4 years
GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Cordele, GA
Kestra Private Wealth Services, LLC
Jynnifer Bowyer is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Kestra, she worked at Edward Jones for ten years. In addition to her advisory role, she serves as a notary public and is associated with Inspired Wealth Planning in an insurance-related capacity. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services to individuals and institutional clients, supporting advisor-managed accounts and third-party platforms.
CFP®, ChFC®, Series 66
Cordele, GA
Edward Jones
Albert Sims III is a CFP®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Series 66
Cordele, GA
Edward Jones
Jessica Reese is a financial advisor with Edward Jones in Cordele, GA, holding a Series 66 designation and four years of industry experience. Prior to Edward Jones, she worked at Raymond James & Associates, Inc. and Poshmark, Inc., where she was involved in reselling clothing and shoes as an independent contractor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities alongside a large network of financial advisors and branch offices nationwide.
Series 66
Cordele, GA
Edward Jones
Kyle Kimmel is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Series 66
Cordele, GA
Edward Jones
Jeffery Whelchel is a financial advisor at Edward Jones in Cordele, GA, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Cordele, GA
Edward Jones
James Lester is a financial advisor with Edward Jones in Cordele, GA, holding Series 63 and Series 65 registrations and one year of industry experience. His prior experience includes roles at Thrivent Investment Management and Kestra Investment Services, LLC, as well as several positions in the automotive and nursery industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
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