LaBelle fiduciary wealth management and retirement planning branch led by Financial Advisor Joseph 'Joe' Timm, holding both the Certified Exit Planning Advisor (`CEPA®`) and Accredited Asset Management Specialist (`AAMS®`) designations (`Edward D. Jones & Co., L.P.`, `Firm CRD #250` / `SEC File #801-14562`, `Sunbiz Doc# A94000000018`). Located on West Hickpochee Avenue (`SR 80`) in LaBelle (`33935`), the practice advises retirees, citrus and cattle ranch families, and small-business owners across LaBelle, Port LaBelle, and Felda on business exit and succession taxation, multi-generational trust investment management, FRS and 401(k) rollovers, and sustainable retirement income generation.
Official Verification Sources: SEC IAPD — Edward D. Jones & Co., L.P. (CRD #250 / SEC #801-14562); Edward Jones Official Advisor Profile — Joe Timm, CEPA®, AAMS®
Issuer: Exit Planning Institute, College for Financial Planning, FINRA & U.S. SEC
Notes: Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®); holds FINRA Series 7 & Series 66 registrations and FL DFS 2-15 license with Edward Jones (CRD #250). Clean regulatory record (0 disclosures).
Factual details and direct answers about Edward Jones — Joe Timm, CEPA®, AAMS®, Financial Advisor (LaBelle Branch)'s services, licensing, and credentials.
What do the CEPA® and AAMS® credentials held by Joe Timm mean for Hendry County retirees?
The Certified Exit Planning Advisor (CEPA®) designation focuses on helping agricultural landowners and business owners transition or sell family enterprises tax-efficiently at retirement, while the Accredited Asset Management Specialist (AAMS®) credential covers comprehensive retiree asset allocation, risk management, and estate distribution.
Where is Joe Timm's Edward Jones office located in LaBelle?
The office is located at 870 W Hickpochee Ave (State Road 80), Suite 1200, in LaBelle, FL 33935, and can be reached at (863) 675-5026.
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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.