Located in historic downtown Madison just south of Base Street at 169 SW Range Avenue, Madison, FL 32340 ((850) 973-8334), Edward Jones Financial Advisor Jamie Davis (James Arch Davis, Series 7 & Series 66 licensed Registered Representative and Investment Adviser Representative with Edward D. Jones & Co., L.P., FINRA Firm CRD #250, SEC File #801-57543) operates Madison County's dedicated storefront national brokerage and retirement planning branch. Serving retirees, business owners, and agricultural families across Madison (32340), Greenville (32331), Lee (32059), Pinetta (32350), and Cherry Lake (32340), the office provides face-to-face retirement cash-flow modeling, Social Security claiming optimization, Traditional and Roth IRA and 401(k)/FRS DROP rollovers, Required Minimum Distribution (RMD) planning, U.S. Treasury, brokered CD, and tax-free municipal bond ladders, long-term care insurance evaluations, and estate beneficiary alignment in direct coordination with local CPAs and elder law attorneys.
Official Verification Sources: Edward Jones — Financial Advisor Jamie Davis (169 SW Range Ave, Madison, FL); FINRA BrokerCheck — Edward D. Jones & Co., L.P. (CRD #250)
Issuer: Financial Industry Regulatory Authority (FINRA) & U.S. Securities and Exchange Commission (SEC)
Notes: Verified active Edward Jones storefront office in downtown Madison at 169 SW Range Ave, Madison, FL 32340 ((850) 973-8334).
Factual details and direct answers about Edward Jones — Jamie Davis (James Arch Davis), Financial Advisor's services, licensing, and credentials.
Where is the Edward Jones office located in Madison County?
Financial Advisor Jamie Davis (James Arch Davis, Edward D. Jones & Co., L.P., Firm CRD #250) operates out of the storefront branch at 169 SW Range Ave, Madison, FL 32340 ((850) 973-8334), just south of Base Street in historic downtown Madison.
What retirement planning services are offered for Madison County seniors?
The office provides one-on-one retirement cash-flow modeling, Required Minimum Distribution (RMD) calculations, FRS pension and 401(k) rollovers, fixed-income CD and bond laddering, long-term care protection strategies, and survivor income planning for widowed spouses.
Can Jamie Davis coordinate investment plans with my local CPA and estate attorney?
Yes. With client authorization, the Madison Edward Jones team collaborates directly with local tax professionals (such as Buescher & Company CPAs or Schoelles & Associates) and estate attorneys to align tax-efficient withdrawals and trust beneficiary designations.
Connect with complementary legal, financial, and residential providers serving seniors in Madison and Madison County.
Davis, Schnitker, Reeves & Browning, P.A. — Clay A. Schnitker, Esq. & George T. "Tommy" Reeves, Esq., B.C.S.
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Senior Citizens Council of Madison County, Inc. (Madison Senior Center — OAA Nutrition Site, Adult Day Care #499 & DOEA PSA 2 Lead Agency)
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Wealth Enhancement & Preservation at Madison County Community Bank — John Byron Poore II & Darrin S. Cohen (LPL Financial)
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Capital City Bank — Madison Branch & Capital City Trust / Strategic Wealth
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Blue Coast Federal Credit Union — Madison Branch (NCUA #11154) & Madison Education Association Credit Union (NCUA #67630)
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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.