Located on Amelia Island at 1403 Park Avenue, Suite A in Fernandina Beach—directly adjacent to the Law Office of Kristen D. Drake, P.A. and minutes from Baptist Medical Center Nassau—this Edward Jones branch (Edward D. Jones & Co., L.P., CRD #250 / SEC File #801-3297) is led by Certified Financial Planner™ Kim Rutledge Boylan, CFP® (CRD #6026044, registered since 2012). Kim Boylan provides fiduciary retirement income distribution, inflation-protected portfolio construction, tax-smart Required Minimum Distribution (RMD) and Qualified Charitable Distribution (QCD) strategies, corporate and FRS pension rollovers, and long-term care and assisted living liquidity modeling in collaboration with local Nassau County elder law attorneys and CPAs.
Official Verification Sources: SEC IAPD Individual Summary — Kim Rutledge Boylan, CFP® (CRD #6026044); Edward Jones — Kim R. Boylan, CFP® Official Branch Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Kim Rutledge Boylan, CFP® (CRD #6026044, registered since 2012) with Edward D. Jones & Co., L.P. (Firm CRD #250) at 1403 Park Ave, Ste A, Fernandina Beach, FL 32034.
Factual details and direct answers about Edward Jones — Kim R. Boylan, CFP® (Fernandina Beach Office)'s services, licensing, and credentials.
Where is Kim R. Boylan, CFP®'s Edward Jones office located in Fernandina Beach?
Kim R. Boylan, CFP® (CRD #6026044) is located at 1403 Park Avenue, Suite A, Fernandina Beach, FL 32034, reachable at (904) 321-2044.
Does Kim R. Boylan coordinate retirement accounts with Nassau County elder law and estate planning attorneys?
Yes. Located in the same Park Avenue professional plaza as Board-Certified Elder Law counsel, Kim Boylan collaborates directly with clients' estate attorneys and CPAs on trust funding, beneficiary designations, and long-term care liquidity planning.
Connect with complementary legal, financial, and residential providers serving seniors in Fernandina Beach and Nassau County.
Law Office of Kristen D. Drake, P.A.
Fernandina Beach, Nassau County
(904) 261-2860
Osprey Village at Amelia Island — Independent Living Villas & Cottages
Fernandina Beach, Nassau County
(904) 277-6546
The Lakeside at Amelia Island
Fernandina Beach, Nassau County
(904) 637-1559
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Financial Strategies of Amelia — Rossby Financial, LLC
Fernandina Beach, Nassau County
Nicklas Wealth Management — Raymond James Financial Services
Fernandina Beach, Nassau County
Edgewater Wealth Management of Raymond James
Fernandina Beach, Nassau County
The Amelia Island Group at Morgan Stanley Wealth Management
Fernandina Beach, Nassau 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.