Located on Baker County's main commercial thoroughfare at 474 South 6th Street (State Road 121) in Macclenny, this brick-and-mortar branch of dual-registered broker-dealer and SEC-registered investment adviser Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-7288, Sunbiz Doc# A18977) is led by Certified Financial Planner™ Matthew Scott 'Matt' Putney, CFP® (FINRA/SEC Individual CRD #5089887, Series 7 & 66, 0 customer dispute or disciplinary disclosures). As Baker County's dedicated resident CFP® practitioner, Matt Putney provides one-on-one fiduciary retirement income engineering, Florida Retirement System (FRS) DROP lump-sum and Pension Plan rollovers for retired Baker County School District educators, Northeast Florida State Hospital (NEFSH) employees, and Baker Correctional Institution personnel, Required Minimum Distribution (RMD) tax optimization, Social Security claiming coordination, long-term care insurance structuring, and multigenerational estate wealth transfer across Macclenny (32063), Glen St. Mary (32040), Sanderson (32087), and Olustee (32072).
Official Verification Sources: FINRA BrokerCheck — Matthew Scott Putney (CRD #5089887); SEC IAPD — Edward D. Jones & Co., L.P. (CRD #250 / SEC #801-7288); Edward Jones — Matt Putney, CFP® (Macclenny, FL Branch)
Issuer: FINRA, U.S. Securities and Exchange Commission (SEC) & CFP Board
Notes: Verified Matthew Scott 'Matt' Putney, CFP® (Individual CRD #5089887, Series 7 & 66, 0 disclosures) dually registered with Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC #801-7288, Sunbiz #A18977) at 474 S 6th St, Macclenny, FL 32063 ((904) 259-6400).
Factual details and direct answers about Edward Jones — Matthew S. 'Matt' Putney, CFP® (Macclenny Branch)'s services, licensing, and credentials.
Is Matt Putney at the Macclenny Edward Jones branch a Certified Financial Planner™ (CFP®) with a clean regulatory record?
Yes. Matthew Scott 'Matt' Putney (FINRA/SEC Individual CRD #5089887) is a verified Certified Financial Planner™ (CFP®) dually registered as a broker and investment adviser representative with Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC #801-7288) at 474 S 6th St, Macclenny, FL 32063 ((904) 259-6400), with zero disciplinary or customer dispute disclosures on FINRA BrokerCheck.
Can this Macclenny office assist retired state employees from Northeast Florida State Hospital and the Baker County School District with FRS DROP rollovers?
Yes. Because Baker County has a high concentration of state agency employees at Northeast Florida State Hospital, Baker Correctional Institution, and the Baker County School District, the Macclenny branch specializes in evaluating Florida Retirement System (FRS) Pension vs. Investment Plan elections and executing tax-free direct rollovers of FRS DROP lump-sum payouts.
Connect with complementary legal, financial, and residential providers serving seniors in Macclenny and Baker County.
Frank E. Maloney, Jr., P.A. (with Associated Counsel George H. Nelson III, Esq. — Macclenny Elder Law & Probate)
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Macclenny Housing Authority (HUD PHA FL057 — Public Housing & Senior Priority Residences)
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The Clair Winston House, LLC (Small-Home Assisted Living Facility — Macclenny)
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VyStar Investment Services (LPL Financial LLC) & VyStar Credit Union — Stefanie L. Starling (Macclenny Branch)
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First Federal Bank — Senior Retirement Banking & Affiliated Wealth Advisory (Macclenny Branch)
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Lyons & Lyons, CPAs — James G. Lyons, CPA & Kyla Lyons, CPA (Macclenny Senior Tax, Trust & Retirement Accounting)
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TRU-FI Credit Union (Formerly Baker County Federal Credit Union) — Macclenny Headquarters & Senior Retirement Depository
Macclenny, Baker 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.