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9 advisors near
31014
within the area shown on the map
Out of 400,000+ nationwide
Brantley W
Series 63, Series 65
Bonaire, GA
Income Focus Advisors LLC
Brantley Whitley is the principal and managing member of Income Focus Advisors LLC, an independent advisory firm. He holds Series 63 and Series 65 credentials and has five years of industry experience, along with over a decade of prior work as a sole proprietor. Outside of his advisory role, he maintains an insurance sales practice focused on fixed life insurance products and annuities. Income Focus Advisors LLC provides discretionary asset and portfolio management services primarily to individuals and high-net-worth clients. The firm combines active and passive strategies with a focus on income, emphasizing closed-end funds and using quantitative screening and option strategies to manage portfolios tailored to clients’ goals and risk tolerances.
Patrick B
Series 65, Series 63
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 65 and Series 63 designations and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. 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 variety of investment strategies, including fundamental and technical analysis, and manages accounts using a broad range of securities, often on a discretionary basis.
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 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.
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 with Edward Jones in Hawkinsville, GA, holding a Series 66 designation and two years of industry experience. He previously worked at Planters First Bank for three years and SunMark Community Bank for eleven years before joining Edward Jones in 2023. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1992. Gilbert is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
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Finding advisors...
9 advisors near
31014
within the area shown on the map
Out of 400,000+ nationwide