Madison, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stonex Advisors Inc.
Multi-team
Firm-wide stats for Stonex Advisors Inc.
About
StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.
The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.
Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.
Based on Stonex Advisors Inc.
Location
513 Cobblestone Ct, Suite 2
Madison MS 39110
Advisors at this office
2
Advisors at this office
Joseph D
Series 63, Series 65
Madison, MS
Stonex Advisors Inc.
Joseph Drake III is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Stonex Advisors since 2016 and previously held positions at StoneX Securities Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Outside of his advisory work, he is involved in timberland and agricultural land management through several family-owned entities. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers to implement client strategies.
Beverly S
Series 63, Series 65
Madison, MS
Stonex Advisors Inc.
Beverly Surles is a financial advisor with StoneX Advisors Inc. in Madison, MS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at UBS Financial Services and Intl Advisory Consultants Inc. prior to joining StoneX Advisors in 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various portfolio models and third-party managers.
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