Located in historic downtown Marianna on North Jefferson Street at 2914 Jefferson Street, Marianna, FL 32446, this flagship Jackson County Edward Jones branch (Firm CRD #250, SEC File #801-14596) is led by Accredited Asset Management Specialist™ David Roy Carrel, AAMS™ (Individual CRD #4504669, 24 years of continuous registered experience with Edward Jones since 2002 and zero regulatory disclosures). David Carrel specializes in fiduciary retirement income planning, Florida Retirement System (FRS) DROP lump-sum rollovers and Pension vs. Investment Plan distribution modeling for retiring educators from the Jackson County School Board and Chipola College, healthcare employees from Jackson Hospital and Sunland Center (APD), and Special Risk Class correctional employees retiring from Apalachee Correctional Institution (Sneads) and Jackson Correctional Institution (Malone), alongside Required Minimum Distribution (RMD) automation and estate beneficiary alignment.
Official Verification Sources: FINRA BrokerCheck — David Roy Carrel, AAMS™ (CRD# 4504669); Edward Jones Official Branch Page — David Carrel, AAMS™ (Marianna)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250) operates its Marianna Jefferson Street branch at 2914 Jefferson St, Marianna, FL 32446.
Issuer: FINRA BrokerCheck / College for Financial Planning
Notes: David Roy Carrel, AAMS™ (Individual CRD #4504669, 24 years experience since 2002, Series 7, 63, and 66, zero disclosures) leads the 2914 Jefferson St office in Marianna.
Factual details and direct answers about Edward Jones — David R. Carrel, AAMS™ (Marianna Jefferson Street Branch)'s services, licensing, and credentials.
What experience and credentials does David R. Carrel bring to Marianna retirees?
David Roy Carrel, AAMS™ (CRD #4504669) holds the Accredited Asset Management Specialist™ designation and has served investors with Edward Jones since 2002 (24 years of experience) with a spotless FINRA BrokerCheck record at 2914 Jefferson Street, Marianna, FL 32446.
Does David Carrel assist Florida DOC Special Risk retirees, Sunland Center staff, and Jackson County teachers with FRS DROP rollovers?
Yes. He works extensively with Jackson County state and county employees retiring under the Florida Retirement System (FRS), helping them roll over DROP lump sums and 457/403(b) accounts into structured monthly retirement income.
Connect with complementary legal, financial, and residential providers serving seniors in Marianna and Jackson County.
Fuqua & Milton, P.A.
Marianna, Jackson County
(850) 526-2263
Chipola Apartments — FHFC LIHTC & HUD Project-Based Section 8 62+ Senior Apartments
Marianna, Jackson County
(850) 526-4407
Sunland Center Marianna — APD / AHCA Long-Term Residential Care Campus (Facilities I, II & III)
Marianna, Jackson County
(850) 482-9210
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Strategic Planning Partners, LLC — Timothy J. Hummel, CFP® & John J. Langford (Kovack Advisors, Inc.)
Marianna, Jackson County
Strategic Solutions Financial Group — Sharon D. ('Dee Dee') Martin & Freddie E. Spears, ChFC®, CLTC®, LUTCF® (Park Avenue Securities LLC)
Marianna, Jackson County
Stoutamire Financial & Insurance Services — Kenneth N. Stoutamire, CLU®, LUTCF® & Sarah J. Hodges (LPL Financial LLC)
Marianna, Jackson County
Hancock Whitney Financial Consultants — James B. Craig & John J. Farrell (Cetera Investment Advisers LLC)
Marianna, Jackson 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.