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6 advisors near 31620
Out of 400,000+ nationwide
Gavin M
Series 63, Series 66
Adel, GA
GWN Securities Inc.
Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.
Anthony P
Series 63, Series 65
Adel, GA
GWN Securities Inc.
Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.
Jennifer H
Series 66
Adel, GA
GWN Securities Inc.
Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.
Steven S
Series 66
Adel, GA
GWN Securities Inc.
Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.
Jessica F
ChFC®, Series 63
Hahira, GA
Cambridge Investment Research Advisors
Jessica Flowers is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds the ChFC® designation and the Series 63 license. Her prior experience includes roles at MassMutual, New York Life, Guardian Life Insurance Company, and Park Avenue Securities. Outside of her advisory work, she is involved in real estate as an agent and owns a wealth management business under the name Solvance Wealth. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.
Daan P
Series 66
Hahira, GA
Edward Jones
Daan Pardieck is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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6 advisors near 31620
Out of 400,000+ nationwide