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5 advisors near 63552
Out of 400,000+ nationwide
Jackson K
Series 66
Macon, MO
Commonwealth Financial Network
Jackson King is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of experience running his own advisory firm, King Investment Strategies. He previously worked at Sturgeon High School and has a background that includes time as a student and experience in foundation repair. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of advisory support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Jamie K
Series 66
Macon, MO
Commonwealth Financial Network
Jamie King is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at ICA - Macon Atlanta State Bank for 16 years and briefly at MA Financial. King is also the owner of King Investment Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.
Andrew B
Series 66
Macon, MO
Edward Jones
Andrew Brown is a financial advisor at Edward Jones in Macon, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Brown serves as a lay pastor at Macon First Baptist Church, where he is involved in pulpit supply, curriculum oversight, and personnel coordination. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates a fiduciary standard in its advisory services.
Stacy T
Series 66
Macon, MO
Edward Jones
Stacy Taylor is a Series 66-registered financial advisor with Edward Jones, based in Macon, MO. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard.
Charles I
Series 63, Series 66
Macon, MO
Edward Jones
Charles Isaacson is a financial advisor with Edward Jones in Macon, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he assists with managing his family farm in Callao, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including both discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
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5 advisors near 63552
Out of 400,000+ nationwide