Located in downtown Perry just off US Highway 19/27 at 304 East Hampton Springs Avenue, Perry, FL 32347 ((850) 223-0999), this brick-and-mortar branch of dual-registered SEC investment adviser and FINRA/SIPC member firm Edward Jones (Firm CRD #250, SEC File #801-7284, Florida Sunbiz Doc# F94000005161) serves as Taylor County's dedicated in-county CERTIFIED FINANCIAL PLANNER™ wealth management hub. Led by Financial Advisor Cory Gene Taylor, CFP® (FINRA/SEC Individual CRD #6532708, continuously registered in Perry with Edward Jones since January 2016, holding FINRA Series 7 and Series 66 licenses with 0 customer dispute or regulatory disclosures), the practice provides fiduciary retirement cash-flow modeling, Florida Retirement System (FRS) Pension and DROP lump-sum rollovers, pension and 401(k) buyout transitions for former Foley Cellulose / Georgia-Pacific mill workers, Required Minimum Distribution (RMD) automation, tax-exempt municipal bond and FDIC-insured CD ladders, and estate/survivor income coordination for families across Perry (32347, 32348), Steinhatchee (32359), Keaton Beach (32348), Salem (32356), and Shady Grove (32357). This listing also cross-references Perry's two neighboring FINRA/SEC-registered State Farm Investment Management Corp. (Firm CRD #3487 / SEC File #801-8184) and State Farm VP Management Corp. (Firm CRD #43036) advisory offices: Misty Spring Rhoden at 209 E Hampton Springs Ave, Perry, FL 32347 ((850) 584-7732, Individual CRD #7659190, FL DFS License #W559007) and John Anthony Kasak at 211 E Green St, Perry, FL 32347 ((850) 584-6767, Individual CRD #4247376, FL DFS License #A137138, 25+ years financial experience).
Official Verification Sources: FINRA BrokerCheck — Cory Gene Taylor, CFP® (CRD #6532708 — Edward Jones Perry); Edward Jones Official Advisor Profile — Cory Taylor, CFP® (304 E Hampton Springs Ave, Perry); FINRA BrokerCheck — John A. Kasak (CRD #4247376) & Misty S. Rhoden (CRD #7659190) in Perry
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & CFP Board
Notes: Verified 2026-10-23: Cory Gene Taylor, CFP® (Individual CRD #6532708, Series 7 & 66, registered with Edward Jones since 01/2016, 0 disclosures) operates at 304 E Hampton Springs Ave, Perry, FL 32347 ((850) 223-0999).
Issuer: FINRA, U.S. Securities and Exchange Commission (SEC) & FL Dept. of Financial Services
Notes: Misty Spring Rhoden (CRD #7659190, 209 E Hampton Springs Ave, Perry, FL 32347, (850) 584-7732) and John Anthony Kasak (CRD #4247376, 211 E Green St, Perry, FL 32347, (850) 584-6767) are registered in Perry with State Farm Investment Management Corp. (CRD #3487) and State Farm VP Management Corp. (CRD #43036).
Factual details and direct answers about Edward Jones — Cory G. Taylor, CFP® (Perry Branch — with State Farm Investment Management Advisors Misty S. Rhoden & John A. Kasak)'s services, licensing, and credentials.
Is there an SEC- and FINRA-registered CERTIFIED FINANCIAL PLANNER™ (CFP®) with a physical office in Perry?
Yes. Cory Gene Taylor, CFP® (FINRA/SEC Individual CRD #6532708, 0 regulatory disclosures) leads the Edward Jones branch (Firm CRD #250, SEC File #801-7284) at 304 East Hampton Springs Avenue, Perry, FL 32347 ((850) 223-0999), providing in-person fiduciary retirement and investment planning for families throughout Taylor County.
Can Perry retirees get help rolling over an FRS DROP payout or an employer 401(k)/pension plan?
Yes. Cory G. Taylor, CFP® at Edward Jones (304 E Hampton Springs Ave, (850) 223-0999)—alongside nearby FINRA-registered State Farm Investment Management advisors Misty Rhoden (209 E Hampton Springs Ave, (850) 584-7732, CRD #7659190) and John Kasak (211 E Green St, (850) 584-6767, CRD #4247376)—assists Taylor County educators, state workers, and industrial retirees with tax-free direct IRA rollovers and structured monthly retirement income.
Connect with complementary legal, financial, and residential providers serving seniors in Perry and Taylor County.
The Curtis Law Firm, P.A. — Donald Raymond "Ray" Curtis III, Esq.
Perry, Taylor County
(850) 584-5299
Taylor County SHIP Housing Program, NWFRHA Section 8 & Suwannee River Economic Council (SREC) Perry Center
Perry, Taylor County
(850) 838-3500
Marshall Health and Rehabilitation Center (Aviata at Big Bend / Award Care at Big Bend — Perry 120-Bed Skilled Nursing & Memory Care)
Perry, Taylor County
(850) 584-6334
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Capital City Bank — Perry Branch & Capital City Trust / Strategic Wealth (with Taylor County Community Bank & Wealth Enhancement & Preservation — John Byron Poore II)
Perry, Taylor County
Page Accounting & Tax Services — Daniel Emerson Page, CPA (with Powell & Jones, CPAs & Moran & Smith, LLP)
Perry, Taylor County
Champions First Credit Union — Perry Branch & Private Wealth Management (with VyStar Credit Union & VyStar Investment Services — Perry & Steinhatchee Branches)
Perry, Taylor County
Blue Coast Federal Credit Union (Buckeye Community Federal Credit Union) — Perry Corporate Headquarters & Main Office
Perry, Taylor 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.