Matthew Casto
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sandersville, GA 31082
Credentials
Series 66
Industry experience
6 years
About
Matthew Casto is a financial advisor at Edward Jones in Sandersville, GA, holding a Series 66 designation with six years of industry experience. He worked at Zaxby's Franchising LLC. for five years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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
Fee options
$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)
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
504 South Harris Street, Suite 2
Sandersville, GA 31082
Most active in
Matthew C has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Edward Jones
2019 - Present (7 years)
Zaxby's Franchising LLC.
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David T
Series 66
Sandersville, GA
LPL Financial
David Tapley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing two non-emergency transportation businesses in Sandersville, Georgia, including one that provides dialysis transportation services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment programs and delivery options tailored to client needs.
Susan L
Series 63, Series 65
Sandersville, GA
Cetera
Susan Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes roles at Avantax Insurance Agency and First Income Advisors, among others. Outside of advising, she serves on several nonprofit boards focused on historic preservation and community arts, and she is involved in local theater as a director. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with model portfolios and third-party solutions, alongside fiduciary and retirement plan capabilities.
Justin M
Series 66
Sandersville, GA
LPL Financial
Justin May is a financial advisor with LPL Financial and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Edward Jones and Commonwealth Financial Network. He also operates Southern Ethos Wealth Management, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
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