The Edward Jones wealth management practice of Financial Advisor Cody Elias Azzi, CFP®, ChFC®, CIMA®, CLU®, AAMS®, AWMA® (CRD# 6598320, Edward Jones CRD# 250 / SEC# 801-56231) is located at 1915 NE Ricou Terrace in downtown Jensen Beach, Martin County, Florida (ZIP 34957). Holding six advanced wealth designations—including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®), and Accredited Wealth Management Advisor (AWMA®)—Cody Azzi provides institutional-caliber retirement portfolio construction, Roth conversion and RMD optimization, and estate preservation for Jensen Beach and Hutchinson Island retirees.
Official Verification Sources: FINRA BrokerCheck — Cody Elias Azzi (CRD# 6598320) / Edward Jones (CRD# 250); Edward Jones — Cody Azzi, CFP®, CIMA®, ChFC® Official Branch Page
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Active Edward Jones (CRD# 250) branch in Jensen Beach, FL. Financial Advisor Cody E. Azzi (CRD# 6598320) holds CFP®, CIMA®, ChFC®, CLU®, AAMS®, and AWMA® credentials.
Factual details and direct answers about Edward Jones — Jensen Beach Office (Cody E. Azzi, CFP®, CIMA®, ChFC®, CLU®)'s services, licensing, and credentials.
What advanced credentials does Financial Advisor Cody Azzi hold in Jensen Beach?
Cody Elias Azzi (CRD# 6598320) holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (AWMA®) designations.
Does Cody Azzi's Edward Jones office in Jensen Beach help retirees with RMD and estate planning?
Yes. The practice coordinates tax-efficient RMD withdrawals, Roth conversions, trust and estate legacy transfers, and long-term care insurance strategies for Jensen Beach and Stuart seniors.
Where is Cody Azzi's Edward Jones office located?
The office is located in downtown Jensen Beach at 1915 NE Ricou Ter, Jensen Beach, FL 34957, and can be reached at (772) 219-4454.
Connect with complementary legal, financial, and residential providers serving seniors in Jensen Beach and Martin County.
The Law Offices of Keane, Thomas & Pinnacoli (Stephen A. Pinnacoli, LL.M. & Gregory G. Keane, B.C.S., LL.M.)
Jensen Beach, Martin County
(772) 288-0000
Ocean Breeze Resort (55+ Waterfront Active Adult Community — 346 Sites)
Jensen Beach, Martin County
(772) 334-2494
The Cabana at Jensen Dunes (ECC Specialty License & Medicaid Waiver Accepted)
Jensen Beach, Martin County
(772) 332-1000
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Senior Citizen Benefits Guide →
CFP® and CIMA® retirement income planning for Jensen Beach and Hutchinson Island seniors.
Medicare Savings Programs in Florida →
Structuring RMD distributions and Roth conversions to manage Medicare healthcare costs.
Florida Senior Property Tax Exemptions →
Aligning Florida coastal homestead ownership with long-term wealth preservation.
Florida Medicaid Long-Term Care Guide →
Evaluating CLU® long-term care insurance and asset protection options in Martin County.
Victrix Investment Advisors LLC (Will Thompson IV, CFA®, CFP®, AIF® & Jami McCree, MBA, CPWA®)
Stuart, Martin County
HBKS Wealth Advisors — Stuart Office (Stephen C. Schramm, CFP®, CPA/PFS & Ryan H. Furtwangler, CFP®, AEP®)
Stuart, Martin County
Baird Private Wealth Management — The Clinton Group (Christian T. Clinton, CFP®)
Stuart, Martin County
Three Bridges Planning — Kestra Private Wealth Services (Worth W. Trainor & Brian W. Laughlin, CFP®)
Sewall's Point, Martin 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.