Because dual-registered broker-dealer and SEC-registered investment adviser Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-7288, Florida Sunbiz Document #A18977) maintains zero (0) physical brick-and-mortar storefronts inside Union County (Lake Butler 32054, Raiford 32083, or Worthington Springs 32697), this listing connects Union County retirees directly to the three immediate border Edward Jones branches located 12 to 20 miles along Union County's primary highway spokes: (1) 12 miles east of Lake Butler and 8 miles south of Raiford via State Road 100 / SR-16 at 131 South Walnut Street, Starke, FL 32091 ((904) 964-1486), led by CERTIFIED FINANCIAL PLANNER™, Accredited Asset Management Specialist™, and Chartered Retirement Planning Counselor™ Courtnie Ann Douglas, CFP®, AAMS®, CRPC™ (FINRA / SEC Individual CRD #5824081, Series 7 & 66, 15+ years experience, zero [0] regulatory or customer dispute disclosures); (2) 14 miles south of Worthington Springs and 16 miles south of Lake Butler via State Road 121 / CR-235 at 13100 Tech City Circle, Suite 300, Alachua, FL 32615 ((386) 462-0417), led by Financial Advisor Matthew Dell 'Matt' Surrency (Individual CRD #7076801, Series 7 & 66, 0 disclosures); and (3) 20 miles northwest of Lake Butler via State Road 238 / US-90 in Lake City at 148 North Marion Avenue, Lake City, FL 32055 ((386) 752-1215, led by Robert Wayne Woodard, CFP®, AAMS™, CRD #4935494, 0 disclosures) and 846 SW Baya Drive, Lake City, FL 32025 ((386) 752-3545, led by dual CFP® certificants Lance W. Drawdy, CFP®, CRD #6520658, and Tristen Morgan, CFP®, CRD #7458256, both 0 disclosures). Together, these border CFP® and CRPC™ offices provide Union County retirees with fiduciary retirement cash-flow modeling, FRS DROP and federal VA/TSP rollovers, FDIC-insured brokered CD and Treasury ladders, RMD automation, and long-term care asset protection.
Official Verification Sources: FINRA BrokerCheck — Courtnie Ann Douglas, CFP®, AAMS®, CRPC™ (CRD #5824081 — Starke); FINRA BrokerCheck — Matthew Dell Surrency (CRD #7076801 — Alachua) & Robert Wayne Woodard, CFP® (CRD #4935494 — Lake City); Edward Jones Official Branch Page — Courtnie Douglas, CFP® (131 S Walnut St, Starke, FL)
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & CFP Board
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Union County has 0 in-county Edward Jones storefronts. Closest branches are 12 miles east on SR-100 at 131 S Walnut St, Starke, FL 32091 ((904) 964-1486, Courtnie Ann Douglas, CFP®, AAMS®, CRPC™, CRD #5824081, 0 disclosures) and 14 miles south of Worthington Springs on SR-121 at 13100 Tech City Cir, Ste 300, Alachua, FL 32615 ((386) 462-0417, Matthew Dell Surrency, CRD #7076801, 0 disclosures).
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & CFP Board
Notes: Verified active Lake City CFP® advisors serving western Union County via SR-238: Robert Wayne Woodard, CFP®, AAMS™ (CRD #4935494, 148 N Marion Ave, Lake City, FL 32055, (386) 752-1215, 0 disclosures) and Lance W. Drawdy, CFP® (CRD #6520658) & Tristen Morgan, CFP® (CRD #7458256) at 846 SW Baya Dr, Lake City, FL 32025 ((386) 752-3545, 0 disclosures).
Factual details and direct answers about Edward Jones — Courtnie A. Douglas, CFP®, AAMS®, CRPC™ (Starke SR-100 Branch), Matt Surrency (Alachua SR-121 Branch) & Lake City CFP® Corridor's services, licensing, and credentials.
Are there any Edward Jones offices physically located inside Lake Butler, Raiford, or Worthington Springs?
No. Edward Jones (Firm CRD #250) maintains zero (0) physical offices inside Union County limits. Retirees in Lake Butler and Raiford travel just 12 miles east on State Road 100 to 131 South Walnut Street in Starke ((904) 964-1486) to meet with Courtnie A. Douglas, CFP®, AAMS®, CRPC™ (CRD #5824081, 0 disclosures), while retirees in Worthington Springs and southern Union County travel 14 miles south on SR-121 to 13100 Tech City Circle, Suite 300 in Alachua ((386) 462-0417) to meet with Matt Surrency (CRD #7076801, 0 disclosures).
Why do retiring Union County state employees and educators look for CFP® and CRPC™ credentials when planning FRS DROP rollovers?
Both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation require rigorous fiduciary training in pre- and post-retirement cash flow, Florida Retirement System (FRS) Pension vs. DROP lump-sum rollover taxation, Social Security spousal timing, and Medicare IRMAA surcharge avoidance.
Connect with complementary legal, financial, and residential providers serving seniors in Starke and Union County.
Paul Sanders, P.A., Charles D. Sikes, P.A. & Curtis A. 'Lex' Sanders, P.A. — Immediate East SR-100 Border Probate, Wills, Trusts & Estate Counsel (Starke — 13 Miles East of Lake Butler in the 8th Judicial Circuit)
Starke, Union County
(904) 964-2323
Bradford County SHIP Housing Assistance Program & Regional Section 8 Voucher Administration (NWFRHA)
Starke, Bradford County
(904) 966-6382
SR-100 East Border Skilled Nursing & Assisted Living Hub (Starke / Lawtey — 12–14 Miles SE) — Riverwood Healthcare (#SNF16030961), Windsor Health (#SNF1608096), Young Hearts ALF I & II (#AL10278 / #AL13253) & Naomi Armistead AFCH (#AFCH6906444)
Starke, Union County
(904) 964-6220
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones — Courtnie A. Douglas, Financial Advisor (Starke Branch)
Starke, Bradford County
Capital City Bank — Capital City Strategic Wealth & Capital City Trust Company (Starke Branch)
Starke, Bradford County
DLP Bank (Formerly Community State Bank — Starke Main Office & Charter Headquarters)
Starke, Bradford County
VyStar Credit Union — VyStar Investment Services (Starke Branch — with Florida Credit Union & First Federal Bank Starke)
Starke, Bradford 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.