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Timothy Thompson

Advisor at Edward Jones

Updated today

Location

Bainbridge, GA 39819

Credentials

Series 66

Industry experience

4 years

About

Timothy Thompson is a financial advisor with Edward Jones in Bainbridge, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Bainbridge Decatur County Recreation Authority and the City of Bainbridge. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

121 West Shotwell Street

Bainbridge, GA 39819

Most active in

Georgia · Texas

Work history

Edward Jones

2021 - Present (5 years)

Bainbridge Decatur County Recreation Authority

2016 - 2021 (5 years)

City of Bainbridge

2009 - 2016 (7 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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Series 65

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ESG / Sustainable investing General retirement planning General tax planning
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Rosanna N

CFP®, Series 65

Decatur, GA

Chicory Wealth

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, was self-employed, and worked with The Population Institute. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it also provides model portfolio services to other RIAs.

ESG / Sustainable investing General retirement planning General tax planning
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Stephen P

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Bainbridge, GA

Raymond James Financial

Stephen Poitevint is a financial advisor with Raymond James Financial, holding a Series 63 license and bringing 41 years of industry experience. He has worked with Raymond James Financial since 1990 and has operated his own firm, Stephen P. Poitevint Inc., since 1998. He serves as an elder and deacon at First Presbyterian Church in Bainbridge, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through detailed client risk profiling and access to both brokerage and advisory account solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Clayton W

Series 66

Bainbridge, GA

Edward Jones

Clayton Wells is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pinnacle Bank, Truist Bank, and the University of Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Bainbridge, GA

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Paul Bridges III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial and Capital City Bank. Outside of his advisory work, he is involved in managing a cattle and horse farming business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

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Roland H

Series 66

Bainbridge, GA

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Roland Hancock III is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Georgia Southwestern State University and Southland Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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