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Albert Sims III

Advisor at Edward Jones

Updated today

Location

Cordele, GA 31015

Credentials

CFP®, ChFC®, Series 66

Industry experience

20 years

About

Albert Sims III is a CFP®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1301 South Greer Street

Cordele, GA 31015

Most active in

Georgia · Texas

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert S

Series 66

Cordele, GA

LVZ, Inc.

Robert Stewart is a financial advisor with LVZ, Inc. in Cordele, GA, holding a Series 66 credential and 21 years of industry experience. He has worked at LVZ, Inc. since 2020 and previously spent five years at Harbour Investments, Inc. Stewart is also the owner and operator of Stewart Financial Group, an independent insurance agency, and is involved in tax consulting and property evaluation dispute resolution. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blended investment approach combining fundamental and technical analysis with qualitative review of economic and social trends, offering portfolios in Classic and Specialty styles.

Private / alternative investments Tax-loss harvesting Christian Faith Based
user avatar

Jynnifer B

Series 63, Series 66

Cordele, GA

Kestra Private Wealth Services, LLC

Jynnifer Bowyer is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Edward Jones for ten years before joining Kestra. Bowyer also serves as a notary public and is involved in insurance operations with Inspired Wealth Planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts across multiple platforms.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Jessica R

Series 66

Cordele, GA

Edward Jones

Jessica Reese is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates and Poshmark, Inc., where she worked as an independent contractor reselling clothing and shoes online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing

Kyle K

Series 66

Cordele, GA

Edward Jones

Kyle Kimmel is a financial advisor at Edward Jones in Cordele, GA, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Bacon County Health Services, Inc. from 2010 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Doctor or Medical Professional
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Jeffery W

Series 66

Cordele, GA

Edward Jones

Jeffery Whelchel is a Series 66 credentialed financial advisor with Edward Jones in Cordele, GA, where he has worked since 2007. He has 18 years of industry experience. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

James L

Series 63, Series 65

Cordele, GA

Edward Jones

James Lester is a financial advisor with Edward Jones in Cordele, GA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent Investment Management and Kestra Investment Services, LLC. Before his financial services career, he held positions in the automotive and nursery industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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