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8 advisors near 31015
Out of 400,000+ nationwide
Robert S
Series 66
Cordele, GA
LVZ, Inc.
Robert Stewart is a financial advisor with LVZ, Inc. in Cordele, GA, holding a Series 66 credential and 21 years of industry experience. He has worked at LVZ, Inc. since 2020 and previously spent five years at Harbour Investments, Inc. Stewart is also the owner and operator of Stewart Financial Group, an independent insurance agency, and is involved in tax consulting and property evaluation dispute resolution. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blended investment approach combining fundamental and technical analysis with qualitative review of economic and social trends, offering portfolios in Classic and Specialty styles.
Jynnifer B
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 licenses and three years of industry experience. She previously worked at Edward Jones for ten years before joining Kestra. Bowyer also serves as a notary public and is involved in insurance operations with Inspired Wealth Planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts across multiple platforms.
Albert S
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.
Jessica R
Series 66
Cordele, GA
Edward Jones
Jessica Reese is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates and Poshmark, Inc., where she worked as an independent contractor reselling clothing and shoes online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
Kyle K
Series 66
Cordele, GA
Edward Jones
Kyle Kimmel is a financial advisor at Edward Jones in Cordele, GA, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Bacon County Health Services, Inc. from 2010 to 2016. 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 options supported by a large network of financial advisors and branch offices.
Jeffery W
Series 66
Cordele, GA
Edward Jones
Jeffery Whelchel is a Series 66 credentialed financial advisor with Edward Jones in Cordele, GA, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
James L
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 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent Investment Management and Kestra Investment Services, LLC. Before his financial services career, he held 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 strategies, supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.
Serena M
Series 66
Cordele, GA
Edward Jones
Serena Munn is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 in various capacities. Outside of her advisory role, she manages payroll and administrative duties at ACC Distributors, Inc., a foodservice distributor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
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8 advisors near 31015
Out of 400,000+ nationwide