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55 advisors near
30233
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Out of 400,000+ nationwide
Amber R
Series 63, Series 66
McDonough, GA
Fidelity
Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.
Thomas D
Series 66
McDonough, GA
Edward Jones
Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles with the Georgia Judicial Council and various political committees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.
Derrell A
Series 66
Jackson, GA
Edward Jones
Derrell Anglyn III is a financial advisor with Edward Jones in Jackson, GA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a commissioner on the Henry County Board of Commissioners in McDonough, GA. 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 services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Vanessa C
Series 66
Locust Grove, GA
Edward Jones
Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.
Kemar B
Series 63, Series 66
Locust Grove, GA
J.P. Morgan Securities
Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.
Carolyn F
CFP®, Series 66
McDonough, GA
Edward Jones
Carolyn Fraser is a CFP® and Series 66 credentialed financial advisor with Edward Jones in McDonough, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as Chair of the Finance Team at Wesley Chapel United Methodist Church, managing financial meetings and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and supports clients through a nationwide network of over 23,000 advisors.
John D
Series 63, Series 66
McDonough, GA
Edward Jones
John Dorminy IV is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Dorminy serves as president of Dorminy Technologies LLC and is involved in managing family land and timber assets, including participating in an organic farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering various advisory programs and managed solutions with a fiduciary standard. The firm is noted for its extensive branch network and affiliated capabilities beyond advisory services.
Miguel C
Series 66
McDonough, GA
Merrill
Miguel Chavarria Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and Ramada Plaza. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.
Steven G
CFP®, Series 66
McDonough, GA
LPL Financial
Steven Gillespie is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He has also been associated with Delta Community Credit Union since 2009. He holds the Series 66 designation and operates out of McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both discretionary and non-discretionary management supported by in-house and third-party research.
David D
Series 63
Jackson, GA
Raymond James Financial
David Deraney Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliates since 2005 and has also operated Deraney Financial since 2007. Outside of his advisory work, he serves as a power of attorney and personal representative for a family member in assisted living. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding and risk profiling tools and supports a range of advisory programs and institutional consulting services.
Robert S
Series 66
Jackson, GA
Edward Jones
Robert Simoneaux is a financial advisor at Edward Jones in Jackson, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he operated his own firm, Robert L Simoneaux Inc, and worked in the electrical contracting sector. Outside of advising, he holds an electrical license and provides consulting services for several electrical and construction companies. He also serves as an entrepreneur-in-residence at Southern Crescent Technical College, working on mentorship, educational program collaboration, and startup incubation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.
Ansley S
Series 66
McDonough, GA
Edward Jones
Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. Sturgill has been with Edward Jones since 2014. Outside of advisory work, Sturgill is involved with Emerald Peach Properties, LLC, a real estate business based in Atlanta, GA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Nicholas R
Series 66
McDonough, GA
Cetera
Nicholas Russell is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently serves in their McDonough, GA office. Outside of his advisory role, he is involved with the Society for Financial Awareness where he presents financial seminars, and he serves on the board of Arlington Hope Enterprises, a nonprofit birthing center. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.
Javan P
Series 63, Series 65
Locust Grove, GA
Edelman Financial Engines
Javan Parks is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. Outside of financial services, Parks has been involved with wellness and fitness companies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options and managing a broad range of accounts with a long-term, diversified approach.
Andrew M
Series 66
McDonough, GA
Edward Jones
Andrew Magness is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at National Merchandising Services LLC. He is also listed with DraftKings.com in a non-active capacity. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
55 advisors near
30233
within the area shown on the map
Out of 400,000+ nationwide