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89 advisors near
30013
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Out of 400,000+ nationwide
Andres R
Series 66
Conyers, GA
Edward Jones
Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. 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 and offers a broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.
Matthew R
Series 66
Stockbridge, GA
Edward Jones
Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Andrew H
Series 66
Covington, GA
Edward Jones
Andrew Hale is a Series 66 licensed financial advisor with Edward Jones, based in Covington, GA. He has seven years of industry experience, including prior roles at AgSouth Farm Credit and the Morgan County Recreation Department. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Raymond S
Series 66
Covington, GA
Edward Jones
Raymond Sommer is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, operating under a fiduciary standard.
Eric S
Series 66
Stockbridge, GA
Merrill
Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Samuel K
Series 63, Series 65
Conyers, GA
Cetera
Samuel Kelly is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and H.D. Vest Advisory Services. Outside of his advisory work, he owns CTA Financial, providing accounting and tax preparation services, and serves on the advisory board of the nonprofit Back on My Feet Atlanta. He also volunteers as a team leader for the Ivy Haywood Education Initiative, assisting students in Uganda, and serves as a trustee at Discover Point Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party investment managers.
Bonnie P
Series 63, Series 65
Stone Mountain, GA
Mass Mutual Investors Services
Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.
John M
Series 63, Series 65
Stone Mountain, GA
J.P. Morgan Securities
John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017. His prior experience includes roles at Fidelity Bank and SunTrust, where he served in various advisory capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
Denise F
Series 66
Monroe, GA
Edward Jones
Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Timothy J
Series 63, Series 66
Conyers, GA
Edward Jones
Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a rental property business in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.
Anson K
Series 66
Stone Mountain, GA
Merrill
Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.
James S
Series 63, Series 66
Monroe, GA
LPL Financial
James Spooner is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following five years at Ameriprise Financial Services, Inc. He also operates The Spooner Financial Group, LLC as a dba for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.
Crystal N
Series 63, Series 65
Stockbridge, GA
LPL Financial
Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Avantax Advisory Services and 1 St Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.
Danny B
Series 66
Stone Mountain, GA
LPL Financial
Danny Buchanan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and General Electric. Buchanan also operates Buchanan Tax Services, providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.
Jason W
Series 66
Conyers, GA
Edward Jones
Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, GA. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew R
Series 66
Monroe, GA
Cetera
Matthew Rieger is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He is a partner and financial advisor at Bradford and Rieger Wealth Advisors, LLC, and also serves as president of Rieger & Co Wealth Strategists, LLC, through which he provides financial planning, portfolio management, insurance products, and tax planning services. Prior to his advisory career, he spent over a decade at Acuity Brands Lighting, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Casey W
Series 66
Conyers, GA
Edward Jones
Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.
Konsetta K
Series 66
Stone Mountain, GA
Edward Jones
Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Cody N
Series 66
Covington, GA
Edward Jones
Cody Norris is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2017, he worked at Emmanuel College and the United States Tennis Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Joshua L
Series 66
Monroe, GA
Edward Jones
Joshua Little is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones since 2016, with brief periods involved in Little Family Farms. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
89 advisors near
30013
within the area shown on the map
Out of 400,000+ nationwide