Located in west Lake City's commercial corridor at 2929 West US Highway 90, Suite 114, Lake City, FL 32055, the Jones and Dicks Financial Group of Edward Jones (Firm CRD #250, SEC File #801-7284) is a multi-advisor fiduciary retirement and wealth management practice led by Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Steven C. ('Steve') Jones, CFP® (30+ years of financial advisory experience) alongside Financial Advisor Abigail Crow Dicks (Individual CRD #6259125, 12+ years of registered experience with zero disclosures; direct line `(386) 243-3923`). The team specializes in CFP®-directed retirement cash-flow engineering, municipal bond and CD ladders, Florida Retirement System (FRS) DROP and Investment Plan rollovers, federal FERS/TSP retirement transitions, Required Minimum Distribution (RMD) automation, and widow/widower survivor income continuity for Columbia County families.
Official Verification Sources: FINRA BrokerCheck — Abigail Crow Dicks (CRD# 6259125); Edward Jones Official Branch Page — Steve Jones, CFP® (Lake City); Edward Jones Official Branch Page — Abigail Dicks (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250, SEC File #801-7284) operates the Jones and Dicks Financial Group branch at 2929 W US Hwy 90, Ste 114, Lake City, FL 32055.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Steven C. ('Steve') Jones, CFP® (30+ years experience) and Abigail Crow Dicks (Individual CRD #6259125, 12+ years experience, zero disclosures) co-lead the West US Highway 90 Lake City branch.
Factual details and direct answers about Edward Jones — Jones and Dicks Financial Group (Steven C. Jones, CFP® & Abigail C. Dicks)'s services, licensing, and credentials.
Who are the advisors at the Jones and Dicks Financial Group of Edward Jones in Lake City?
The branch at 2929 West US Highway 90, Suite 114, Lake City, FL 32055 is led by Senior Financial Advisor Steven C. ('Steve') Jones, CFP® ((386) 752-3847, 30+ years experience) and Financial Advisor Abigail C. Dicks (CRD #6259125, (386) 243-3923, 12+ years experience).
Does the Jones and Dicks Financial Group help Columbia County retirees design steady monthly retirement paychecks?
Yes. Using CFP® retirement income modeling, the team structures predictable monthly retirement distributions from FRS DROP rollovers, TSP accounts, IRAs, and fixed-income ladders while managing annual RMD tax obligations.
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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.