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8 advisors near
31014
within the area shown on the map
Out of 400,000+ nationwide
Patrick B
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Arrow Investment Advisors, LLC and Grove Point Investments, LLC. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies across multiple asset classes and typically manages accounts on a discretionary basis, utilizing both long-term and short-term approaches.
Marilyn M
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.
Eric J
CFP®, Series 63
Warner Robins, GA
Jansson Financial Svcs
Eric Jansson is a CFP® with 44 years of industry experience, currently serving as an investment adviser representative at Jansson Financial Services since 1988. He has also worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc since 1990. Outside of his advisory work, he has interests in farming operations in Costa Rica. Jansson Financial Services provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long-term and short-term strategies across a broad range of securities.
Heath H
CFP®, Series 63, Series 65, Series 66
Kathleen, GA
Boldin Advisors
Heath Hampton is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Boldin Advisors and has previously worked at firms including LPL Financial LLC and Facet Wealth. Outside of financial advising, he serves as a fractional CFO and business operations planner for Family Specialty Care, providing budgeting and forecasting support. Boldin Advisors is a team-based firm offering financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to construct diversified portfolios focused on low-cost index funds and ETFs, and operates as a fee-only adviser without discretionary portfolio management.
Ben C
Series 66
Hawkinsville, GA
Edward Jones
Ben Cravey III is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as chair-elect on the board of directors for the Hawkinsville-Pulaski County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Jason L
Series 66
Hawkinsville, GA
Edward Jones
Jason Lord is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Planters First Bank and SunMark Community Bank, accumulating over 14 years in the financial sector. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Parrish J
ChFC®, Series 66
Bonaire, GA
Edward Jones
Parrish Jenkins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. He serves in Bonaire, GA, and is involved as a poll manager and assistant manager with the Macon-Bibb County Board of Elections. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Roger G
Series 63, Series 65
Cochran, GA
LPL Enterprise
Roger Gilbert is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Gilbert is also a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers and insurance products through an extensive network of investment adviser representatives.
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Finding advisors...
8 advisors near
31014
within the area shown on the map
Out of 400,000+ nationwide