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Reuben L
Series 63, Series 65
Atlanta, GA
Cambridge Investment Research Advisors
Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.
Mark T
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Dajah Cherise M
Series 66
Decatur, GA
J.P. Morgan Securities
Dajah Cherise Mitchell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Jpmorgan Chase Bank. Outside of finance, her background includes roles in government, retail, and service industries. J.P. Morgan Securities LLC provides investment consulting services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.
Jeremy L
CFP®, Series 63, Series 66
Hampton, GA
Edward Jones
Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
William W
Series 63, Series 66
Stockbridge, GA
Primerica Advisors
William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.
Elliot S
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Gerald S
Series 63, Series 66
Hampton, GA
Edward Jones
Gerald Simon is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 credentials. Simon has spent the majority of his career at Edward Jones since 1999. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Yancey C
Series 63, Series 66
Fayetteville, GA
Wells Fargo Clearing
Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
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.
Tyrone J
Series 63, Series 65
Conyers, GA
Wells Fargo Clearing
Tyrone Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an officer in Kappa Alpha Psi Fraternity, participating in social planning activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.
Allen F
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Diane C
Series 63, Series 66
Ellenwood, GA
Fidelity
Diane Coffman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BancWest Investment Services, Wells Fargo Clearing, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.
Roderick W
CFP®, Series 63, Series 66
Stockbridge, GA
Cetera
Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.
Michael J
Series 66
Stockbridge, GA
Edward Jones
Michael Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018 with a brief tenure at other firms including Medtronic and Mutual of Omaha. Outside of his advisory role, he is a partner in a marketing business that serves professional clients such as actors, athletes, and authors. 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, with a large national network of financial advisors and branch offices.
Elizabeth H
Series 66
Conyers, GA
Edward Jones
Elizabeth Holcombe is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017 in various capacities. Prior to joining the firm, she was involved with Covington First United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Floyd G
Series 66
Fayetteville, GA
Edward Jones
Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Takilya S
Series 66
Stockbridge, GA
Edward Jones
Takilya Stewart is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2018, she spent twelve years with Kimberly Clark Corporation. Stewart also had a brief role with Berean Christian Church in 2018. 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 options, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Jeana S
CFP®, Series 63, Series 66
Atlanta, GA
LPL Financial
Jeana Salman is a CFP®-certified financial advisor with LPL Financial in Atlanta, GA, and has 21 years of industry experience. She previously worked at Fidelity for five years and has been associated with Delta Community Credit Union since 2016. In addition to her advisory role, she serves as a Trust Liaison Officer and works part-time as a travel agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by various institutional platforms and technological tools.
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.
Dar'shun K
Series 65
Lithonia, GA
Kairos Capital Legal Advisors, LLC
Dar'shun Kendrick is a financial advisor at Kairos Capital Legal Advisors, LLC, holding a Series 65 designation with six years of industry experience. She has worked with Kendrick Advisory & Advocacy Group since 2017 and has legal practice experience from Kendrick Law Practice spanning 2008 to 2017. Kendrick also serves as General Legal Counsel for the Georgia Minority Investment Collaborative, Inc., providing legal compliance and counsel to investors in Georgia's emerging cannabis industry. Kairos Capital Legal Advisors provides investment education, market reports, and legal consulting to individuals and organizations, focusing on investor education through research and training rather than discretionary management. The firm offers written analyses, seminars, and workshops, operating as a law practice with an emphasis on addressing potential conflicts when legal and investment services overlap.
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