Because Edward Jones (Edward D. Jones & Co., L.P., SEC/FINRA CRD #250, SEC File #801-7288, Florida Sunbiz Registration #A18977) does not currently operate a standalone retail storefront inside Wauchula or Bowling Green, Hardee County households are directly served by the two closest bordering Edward Jones offices located immediately east on State Road 64 and immediately north on US Highway 17: (1) Financial Advisor Jeffrey Lee 'Jeff' Roth (FINRA/SEC IARD CRD #6533400, active Series 7 and Series 66 licenses, licensed since 2015 with 0 disclosures) at 1 E Main St, Avon Park, FL 33825 ((863) 453-3473, 21 miles east of Wauchula directly along SR-64), and (2) Financial Advisor Ryan Charles Conley (FINRA/SEC IARD CRD #5353801, active Series 7 and Series 66 licenses, licensed since 2007 with 0 disclosures) at 600 N Broadway Ave, Suite 305, Bartow, FL 33830 ((863) 533-0564, https://www.edwardjones.com/us-en/financial-advisor/ryan-conley, 16 miles north of Bowling Green directly up US-17). Both fiduciary advisors work closely with Wauchula, Bowling Green, Zolfo Springs, and Ona retirees on retirement paycheck replacement, Required Minimum Distribution (RMD) automation, tax-free municipal bond ladders, long-term care insurance, and estate beneficiary transfers.
Official Verification Sources: FINRA BrokerCheck — Jeffrey Lee Roth (CRD #6533400, Edward Jones Avon Park); FINRA BrokerCheck — Ryan Charles Conley (CRD #5353801, Edward Jones Bartow); Edward Jones — Official Advisor Pages for Jeff Roth & Ryan Conley
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & FL Office of Financial Regulation
Notes: Verified via FINRA BrokerCheck & SEC IAPD: Jeffrey Lee Roth (CRD #6533400, 1 E Main St, Avon Park, FL 33825, (863) 453-3473, 21 miles east of Wauchula via SR-64) and Ryan Charles Conley (CRD #5353801, 600 N Broadway Ave, Ste 305, Bartow, FL 33830, (863) 533-0564, 16 miles north of Bowling Green via US-17) are registered with Edward D. Jones & Co., L.P. (CRD #250 / SEC #801-7288 / Sunbiz #A18977), with 0 customer disputes or disciplinary disclosures.
Factual details and direct answers about Edward Jones — Jeffrey L. 'Jeff' Roth & Ryan C. Conley (Serving Wauchula, Bowling Green & Zolfo Springs via SR-64 & US-17 Corridors)'s services, licensing, and credentials.
Where are the nearest Edward Jones financial advisor offices for Wauchula and Bowling Green residents?
Because Edward Jones does not maintain an office inside Hardee County, Wauchula and Zolfo Springs residents are served 21 miles east along SR-64 by Financial Advisor Jeff Roth (CRD #6533400) at 1 E Main St, Avon Park ((863) 453-3473), while Bowling Green and northern Hardee County residents are served 16 miles north along US-17 by Financial Advisor Ryan Conley (CRD #5353801) at 600 N Broadway Ave, Suite 305, Bartow ((863) 533-0564).
Are Jeff Roth and Ryan Conley registered fiduciary investment adviser representatives?
Yes. Both Jeff Roth (CRD #6533400) and Ryan Conley (CRD #5353801) hold active FINRA Series 7 and Series 66 registrations with Edward Jones (CRD #250 / SEC #801-7288) in Florida and maintain clean regulatory records with zero disclosures.
Connect with complementary legal, financial, and residential providers serving seniors in Avon Park and Hardee County.
C. Parke Sutherland, P.A.
Avon Park, Highlands County
(863) 452-6900
Reflections on Silver Lake — 55+ Lakefront Manufactured Home & Resort Community
Avon Park, Highlands County
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Vivo Healthcare Wauchula (Hardee Manor Healthcare Center — Skilled Nursing, Rehab & The Lighthouse Memory Care)
Wauchula, Hardee County
(863) 773-3231
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones — Jeffrey L. Roth
Avon Park, Highlands County
Crews Bank & Trust — Corporate Charter Headquarters & Fiduciary Trust & Wealth Management Division (Formerly Wauchula State Bank)
Wauchula, Hardee County
Reichel Financial — Matthew J. 'Matt' Reichel, CPA (LPL Financial LLC — Wauchula Office)
Wauchula, Hardee County
First National Bank of Wauchula — Corporate Charter Headquarters (Senior Depository, IRA & CD Retirement Services)
Wauchula, Hardee 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.