Connecting Hamilton County retirees in Jasper (32052), Jennings (32053), and White Springs (32096) with seven Certified Financial Planner™ (CFP®) fiduciaries across the immediate US-129 South (Live Oak), US-41 / I-75 South (Lake City), and SR-6 West (Madison) corridors, Edward D. Jones & Co., L.P. (FINRA/SEC Firm CRD #250 / SEC File #801-7284, Florida Sunbiz #A26541) provides comprehensive retirement income planning, municipal and Treasury bond ladders, 401(k)/403(b)/FRS DROP rollovers, and estate settlement support: (1) 16 miles south of Jasper on US-129 in downtown Live Oak, Branch Office #1 at 205 Howard Street E, Live Oak, FL 32064 ((386) 362-1396) is staffed by Travis W. Henry, CFP®, CEPA®, AAMS® (CRD #4697142, Certified Exit Planning Advisor for farm and small-business owners) and Seth A. Wilkins, CFP®, CPWA® (CRD #7089603, Certified Private Wealth Advisor), while Branch Office #2 at 123 Howard Street E, Live Oak, FL 32064 ((386) 364-3699) is led by former Suwannee Valley school principal and district administrator Thomas Hunter Abercrombie, CFP®, AAMS™ (specializing in Florida Retirement System [FRS] DROP and educator 403(b)/457(b) accounts); (2) 12 miles south of White Springs on US-41 in Lake City, Edward Jones branches are led by Robert W. Woodard, CFP®, AAMS™ (CRD #4935494, 148 N Marion Ave, (386) 752-1215), Steven C. Jones, CFP® (CRD #6259125) & Abigail C. Dicks (2929 W US Hwy 90, Ste 114, (386) 758-0842), Steven A. Smith, MBA, CFP® (CRD #6161333, 558 W Duval St, (386) 754-5614), and Lance W. Drawdy, CFP® (CRD #6520658, 252 NE Bascom Norris Dr, Ste 105, (386) 755-2696); and (3) 18 miles west of Jasper/Jennings on SR-6 at 169 SW Range Avenue, Madison, FL 32340 ((850) 973-8334), Edward Jones is staffed by Tristen Morgan, CFP®, CEPA® (CRD #7458256) and James Arch 'Jamie' Davis.
Official Verification Sources: Edward Jones — Travis W. Henry, CFP®, CEPA® (205 Howard St E, Live Oak, FL); FINRA BrokerCheck — Edward D. Jones & Co., L.P. (Firm CRD #250)
Issuer: FINRA, U.S. SEC & Certified Financial Planner Board of Standards
Notes: Verified 2026-10-26 via FINRA BrokerCheck: Located 16 miles south of Jasper on US-129 at 205 Howard St E ((386) 362-1396) and 123 Howard St E ((386) 364-3699), Live Oak, FL 32064.
Issuer: FINRA, U.S. SEC & CFP Board
Notes: Verified 2026-10-26: Serves White Springs 12 miles south on US-41 at 148 N Marion Ave, Lake City ((386) 752-1215) and Jennings/Jasper 18 miles west on SR-6 at 169 SW Range Ave, Madison ((850) 973-8334).
Factual details and direct answers about Edward Jones — US-129 Live Oak, US-41 / I-75 Lake City & SR-6 Madison CFP® Fiduciary Corridor (Travis Henry, CFP®, Seth Wilkins, CFP®, Hunter Abercrombie, CFP® & Robert Woodard, CFP®)'s services, licensing, and credentials.
Which Edward Jones CFP® offices are closest to Jasper, Jennings, and White Springs?
For Jasper (32052), the two downtown Live Oak offices—Travis Henry, CFP®, CEPA® (#4697142) and Seth Wilkins, CFP®, CPWA® (#7089603) at 205 Howard St E ((386) 362-1396), and former school administrator Hunter Abercrombie, CFP® at 123 Howard St E ((386) 364-3699)—are 16 miles south on US-129. For White Springs (32096), Robert Woodard, CFP® (#4935494) at 148 N Marion Ave in Lake City ((386) 752-1215) is 12 miles south on US-41. For Jennings (32053) and western Hamilton County, Tristen Morgan, CFP®, CEPA® (#7458256) and Jamie Davis at 169 SW Range Ave in Madison ((850) 973-8334) are 18 miles west via SR-6.
Can Edward Jones advisors help Hamilton County retirees set up Transfer-on-Death (TOD) beneficiary designations to avoid probate?
Yes. All surrounding Edward Jones branches (Firm CRD #250) establish Transfer-on-Death (TOD) agreements on non-retirement brokerage accounts alongside primary and contingent beneficiary designations on Traditional/Roth IRAs so investment assets pass directly to named heirs outside of 3rd Judicial Circuit probate.
Connect with complementary legal, financial, and residential providers serving seniors in Jasper and Hamilton County.
The Law Office of Ralph R. Deas, P.A. & Law Office of James E. 'Jay' Willingham, Jr., Esq. (with Rickerson Legal, P.A. — Resident Jasper Probate, Wills, Estate Planning & Real Property Counsel)
Jasper, Hamilton County
(386) 792-2755
Greenhaven Apartments (37 Units), Oaktree Apartments (24 Units) & Greenbriar Apartments (24 Units) — Jasper USDA Section 515/521 & FHFC LIHTC Portfolio
Jasper, Hamilton County
(386) 792-1516
Suwannee Valley Nursing Center (60-Bed Skilled Nursing, Memory Care & Post-Acute Rehabilitation Facility — Jasper)
Jasper, Hamilton County
(386) 792-1868
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
First Federal Bank — Jasper Branch (Sole In-County FDIC Bank) & White Springs ATM (With Lake City HQ & Live Oak South Branch)
Jasper, Hamilton County
Gunter Financial Services, Inc. (Herman Gunter III & Herman Gunter IV, CFP® — Kovack Advisors) & GulfCoast Financial Services, Inc. (John G. Kuykendall)
Jasper, Hamilton County
Moses Wealth Advisors of Raymond James (Tammy D. Hall, CPA/PFS, Clarence E. Brown III, CFP® & Charles D. Cowen Jr., CPA/CPFA) & Ameris Bank / Capital City Trust Corridor
Jasper, Hamilton County
Suwannee River Federal Credit Union — Jasper Branch (NCUA #1086 — Sole In-County Credit Union) & I-75 Credit Union Wealth Network (VyStar CFP® & CAMPUS USA LPL Desks)
Jasper, Hamilton County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.