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Richard Peel

Advisor at Edward Jones

Updated today

Location

Jesup, GA 31546

Credentials

Series 66

Industry experience

18 years

About

Richard Peel is a financial advisor with Edward Jones in Jesup, GA, holding the Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2010. 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 solutions 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

248 E Cherry St

Jesup, GA 31546

Most active in

Georgia · Texas

Work history

Edward Jones

2010 - Present (16 years)

Disclosures

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

Business activities & affiliations

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Gary D

CFP®, Series 63, Series 65

Jesup, GA

Silver Oak Securities, Incorporated

Gary Dorsey is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Silver Oak Securities, Incorporated, where he has worked since 2022. Prior to that, he was with LPL Financial and INVEST Financial Corp. Dorsey also operates Gary W. Dorsey and Associates, a business focused on life insurance and fixed annuity sales. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations. The firm manages approximately $2.03 billion in discretionary assets and offers portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Ferrell O

Series 63, Series 65

Jesup, GA

Hornor, Townsend & kent, LLC

Ferrell O’Quinn is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and Country. Outside of advising, he is involved in several service businesses, including ownership of a laundromat and participation in billboard advertising sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed investment implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
user avatar

William E

CFP®, Series 63, Series 66

Jesup, GA

Edward Jones

William Evans is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He is based in Jesup, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers 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.

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

Stephen C

Series 63, Series 65

Ludowici, GA

OSAIC

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 16 years. He is also involved in owning an insurance brokerage and serves as a financial advisor for Centinel Financial Group. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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