Located at 30Avenue at the eastern gateway of Scenic Highway 30A and US Highway 98 (12805 US Hwy 98 E, Suite S-203, Inlet Beach, FL 32461—less than a mile from Watersound Fountains and Rosemary Beach), this Edward Jones eastern Walton County branch (Edward D. Jones & Co., L.P., CRD #250 / SEC File #801-57887) is led by Certified Financial Planner™ Jessica Lynn Pena, CFP® (CRD #7172346) alongside Financial Advisor Kristina Elizabeth Ravenhill (CRD #7961752). Serving retirees across Inlet Beach (32461), Watersound Origins, Rosemary Beach, Alys Beach, Seacrest Beach, and Camp Creek, the team delivers CFP® fiduciary retirement paycheck modeling, Social Security claiming optimization, CD and tax-free municipal bond ladders, Required Minimum Distribution (RMD) and Roth conversion planning, and long-term care protection.
Official Verification Sources: FINRA BrokerCheck Individual Summary — Jessica Lynn Pena, CFP® (CRD #7172346); Edward Jones — Jessica L. Pena, CFP® Official Branch Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Jessica Lynn Pena, CFP® (CRD #7172346) and Kristina Elizabeth Ravenhill (CRD #7961752) with Edward D. Jones & Co., L.P. (Firm CRD #250) at 30Avenue, 12805 US Hwy 98 E, Ste S-203, Inlet Beach, FL 32461.
Factual details and direct answers about Edward Jones — Jessica L. Pena, CFP® & Kristina E. Ravenhill (Inlet Beach / 30A East Office)'s services, licensing, and credentials.
Is there a Certified Financial Planner™ (CFP®) in Inlet Beach near Watersound Fountains and Rosemary Beach?
Yes. Jessica L. Pena, CFP® (CRD #7172346) leads the Edward Jones branch at 30Avenue, 12805 US Highway 98 East, Suite S-203 in Inlet Beach, FL 32461, less than one mile from Watersound Fountains and Rosemary Beach.
What retirement planning services does the Inlet Beach Edward Jones office provide?
The office provides CFP® retirement cash-flow modeling, RMD and Roth conversion strategies, CD and municipal bond ladders, long-term care insurance, and estate trust coordination for eastern Walton County retirees.
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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.