Winter Haven, FL Magnolia Avenue SW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
3
Of 24,095 advisors across 14,148 offices
Location
335 Magnolia Avenue SW
Winter Haven FL 33880
Advisors at this office
3
Advisors at this office
Matthew S
Series 66
Winter Haven, FL
Edward Jones
Matthew Simpson is a financial advisor with Edward Jones in Winter Haven, FL, holding the Series 66 designation. He joined Edward Jones in 2025 and has a background that includes work at Florida College and Publix. Outside of his advisory role, he has monetized basketball content on TikTok. 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 under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Adam M
ChFC®, Series 66
Winter Haven, FL
Edward Jones
Adam Mayfield is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Winter Haven, FL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Amanda S
Series 66
Winter Haven, FL
Edward Jones
Amanda Salcido Newby is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has a background that includes over two decades of service in the United States Army and ongoing legal practice through the Law Office of Amanda Salcido. Outside of her financial and legal work, she owns New Equinity LLC, an equine training and breeding business that offers non-compensated horse lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides 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.
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