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Jeffrey D
ChFC®, Series 66
Cartersville, GA
Edward Jones
Jeffrey Drennan is a financial advisor at Edward Jones in Cartersville, GA, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm servicing 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Billy C
Series 63, Series 66
Cartersville, GA
Edward Jones
Billy Chandler Jr. is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses, and has 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
Richard J
Series 66
Cartersville, GA
Wells Fargo Clearing
Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.
William G
Series 66
Cartersville, GA
Wells Fargo Clearing
William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 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 his advisory role, he has been affiliated with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Tyson W
Series 66
Cartersville, GA
Edward Jones
Tyson Williams is a Series 66-registered financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Advisors Mortgage Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.
James L
CFP®, Series 66
Waleska, GA
Cambridge Investment Research Advisors
James Lepp is a CFP® with 15 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016. In addition to his advisory role, Lepp is an independent insurance agent specializing in life and health products and owns Trinity Financial Planning. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.
Kenyetta S
Series 63, Series 65
Canton, GA
Primerica Advisors
Kenyetta Stewart is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at PFS Investment Inc., Atlanta VA Healthcare System, Piedmont Hospital, Primerica Financial Services, and WellStar Cobb Hospital. She is involved in sales of investment-related products and also receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.
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