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196 advisors near
30680
within the area shown on the map
Out of 400,000+ nationwide
Jean Louis S
Series 65, Series 63
Dacula, GA
Primerica Advisors
Jean Louis Sankale is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses. He has experience working with PFS Investments Inc. and Primerica Financial Services since 2026, and previously worked at PDTi [Pasaca Capital Inc.] in 2022. He is also involved with Globomics LLC, a role he has held since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of financial advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.
Jordan F
Series 66
Dacula, GA
Edward Jones
Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
Melissa A
Series 63
Watkinsville, GA
Edward Jones
Melissa Atkinson is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages a rental property that was formerly her principal residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm supports a large network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.
Heather B
Series 66
Flowery Branch, GA
J.P. Morgan Securities
Heather Blount is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following roles at Edward Jones and South State Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research, and they offer unique capabilities including futures and security-based swap dealer registrations.
Kendric H
Series 66
Watkinsville, GA
Raymond James Financial
Kendric Hughes is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various firms including Avenue Wealth Management and Raymond James Financial Services Advisors. Outside of his advisory work, he owns a business creating Excel templates for personal and business financial modeling. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor advice and supports clients through various advisory programs and institutional consulting.
James R
Series 66
Athens, GA
Raymond James & Associates
James Richardson is a financial advisor with Raymond James & Associates in Athens, GA, holding a Series 66 designation and over six years of industry experience. Prior to joining Raymond James in 2019, he was self-employed and worked at Outpatient Services, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.
Tyler R
Series 66
Watkinsville, GA
Ameriprise
Tyler Reinhardt is a financial advisor at Ameriprise with Series 66 credentials and no prior industry experience. He previously attended the University of Georgia and worked at Asheville Christian Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research, third-party data, and algorithmic tools to provide clients with written recommendation reports and ongoing advice.
John S
Series 66
Loganville, GA
Edward Jones
John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
David V
CFP®, Series 63, Series 66
Jefferson, GA
Edward Jones
David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.
Walter A
Series 63, Series 65
Jefferson, GA
Primerica Advisors
Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.
Xavier R
Series 66
Winder, GA
Raymond James Financial
Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.
Mark B
Series 66
Watkinsville, GA
Edward Jones
Mark Bowen Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in healthcare and banking, with positions at Health Catalyst, PNC Bank, and Piedmont Athens Regional Hospital, as well as involvement with Impact Advisors LLC and an entrepreneurial venture in cleaning solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Charles A
Series 65
Jefferson, GA
Cambridge Investment Research Advisors
Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, he worked at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers.
Casey E
Series 66
Athens, GA
Merrill
Casey Everett is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has previously worked at Wells Fargo and the University of Georgia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Isaac S
Series 65
Watkinsville, GA
Cambridge Investment Research Advisors
Isaac Scheidt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and four years of industry experience. He has been with Cambridge Investment Research, Inc. since 2019 and is also the owner of Ramp Ventures, LLC, a technology services firm. Additionally, he serves as a board member for the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.
Gary D
Series 63, Series 65
Watkinsville, GA
Raymond James Financial
Gary Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has been with various Raymond James entities since 2013. Outside of his advisory role, Davis serves as a board member for the Jenning Mill Homeowners Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports comprehensive advisory programs, including municipal and public-finance services.
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Finding advisors...
196 advisors near
30680
within the area shown on the map
Out of 400,000+ nationwide