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Paul D
Series 65, Series 66
Vidalia, GA
Southern Georgia Wealth Advisors
Paul Daft is a financial advisor at Southern Georgia Wealth Advisors with three years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill Lynch Pierce Fenner & Smith Inc. and Thrivent Financial. His background includes roles outside finance, such as positions in biotech companies. Southern Georgia Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs an investment approach combining fundamental and cyclical analysis with modern portfolio theory, utilizing strategies such as option writing and leveraged ETF exposure.
Kathy K
Series 66
Vidalia, GA
Independent Financial Group, LLC
Kathy Keadle is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.
Charles J
ChFC®, Series 63, Series 65
Vidalia, GA
Guardian Life
Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.
William H
Series 63, Series 65
Reidsville, GA
Primerica Advisors
William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
Aarti P
Series 66, Series 63, Series 65
Reidsville, GA
Primerica Advisors
Aarti Patel is a financial advisor with Primerica Advisors, holding Series 63, Series 65, and Series 66 licenses, and has two years of industry experience. Her prior work history includes roles at Northwestern Mutual Investment Services LLC and DXC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management through a large network of financial advisors and utilizes model-delivery strategies created by unaffiliated asset managers.
Bradford O
Series 66
Vidalia, GA
Edward Jones
Bradford Owens is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, previously spending four years with Voya Financial Advisors. Outside of his advisory role, Owens is a silent partner in a trucking and package delivery business serving FedEx distribution centers in Valdosta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.
Brent O
Series 66
Vidalia, GA
Edward Jones
Brent Owens is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Confie and Southern Harvest Property & Casualty, Inc. Owens is a member of Owens Plantation LLC, a family hunting property he co-owns with his father. 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 and maintains a large retail advisor and branch network across the United States.
Jeffry P
Series 63, Series 65
Vidalia, GA
Cetera
Jeffry Palmer is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Concourse Financial Group Securities Inc. Palmer owns and operates Palmer & Associates, providing insurance product sales including annuities and life settlements, and also owns a landscaping business, Gum Branch Nursery & Landscape. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm provides access to multiple portfolio management options and third-party money managers across various program platforms.
Nathan D
Series 66
Reidsville, GA
Primerica Advisors
Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.
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