Jefferson County's sole in-county brick-and-mortar FINRA and SEC-registered private wealth management and retirement planning storefront office—located in historic downtown Monticello one block east of the Courthouse Circle (directly across East Washington Street from historic FMB / Renasant Bank) at 205 East Washington Street, Monticello, FL 32344 ((850) 997-2572 / (850) 517-4795). Operated by dual-registered broker-dealer and SEC-registered investment adviser Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-7288, Florida Sunbiz Foreign Limited Partnership Doc# A18977), the Monticello branch is staffed on-site by two FINRA Series 7 and Series 66 registered financial advisors: senior Monticello Financial Advisor Robert J. Davison, AAMS® (FINRA / SEC Individual CRD #1737446, Accredited Asset Management Specialist™, continuously registered with Edward Jones in Monticello since February 2007; (850) 997-2572) and Financial Advisor Trent Bish Roberts, AFFP® (FINRA / SEC Individual CRD #7592476, Accredited Financial Planning Professional, zero [0] regulatory or customer dispute disclosures; (850) 517-4795). Serving retirees, state government pensioners, educators, and timberland/agricultural families across Monticello (32344), Lloyd (32337), Wacissa (32361), Lamont (32336), Aucilla, Capps, and Waukeenah, the branch provides face-to-face retirement cash-flow modeling, Florida Retirement System (FRS) DROP and 401(k)/403(b)/457(b) rollovers, SECURE 2.0 Required Minimum Distribution (RMD) automation, FDIC-insured brokered CD and U.S. Treasury ladders, tax-exempt municipal bond portfolios, long-term care insurance reviews, and estate/trust beneficiary coordination.
Official Verification Sources: Edward Jones Official Branch Page — Robert J. Davison, AAMS® & Trent Roberts, AFFP® (205 E Washington St, Monticello, FL); FINRA BrokerCheck — Robert J. Davison (CRD #1737446) & Trent Bish Roberts (CRD #7592476); SEC IAPD — Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-7288)
Issuer: U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA) & College for Financial Planning
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Edward D. Jones & Co., L.P. (Firm CRD #250, SEC File #801-7288, Sunbiz #A18977) operates Jefferson County's sole standalone FINRA/SEC wealth storefront at 205 E Washington St, Monticello, FL 32344, staffed by Robert J. Davison, AAMS® (Ind. CRD #1737446, registered in Monticello since Feb 2007, (850) 997-2572) and Trent Bish Roberts, AFFP® (Ind. CRD #7592476, Series 7 & 66, 0 disclosures, (850) 517-4795).
Factual details and direct answers about Edward Jones — Robert J. Davison, AAMS® & Trent Bish Roberts, AFFP® (Monticello East Washington Street In-County Storefront Branch)'s services, licensing, and credentials.
Where is the Edward Jones office located in Monticello, and which registered financial advisors work at that branch?
The Monticello Edward Jones branch (Firm CRD #250 / SEC #801-7288) is located one block east of the Courthouse Circle at 205 East Washington Street, Monticello, FL 32344. It is staffed by two full-time registered advisors: Robert J. Davison, AAMS® (CRD #1737446, (850) 997-2572, serving Monticello since 2007) and Trent Bish Roberts, AFFP® (CRD #7592476, (850) 517-4795).
Are there any other standalone FINRA or SEC-registered brokerage storefronts in Monticello (32344), Lloyd (32337), Wacissa (32361), or Lamont (32336)?
A complete SEC IAPD and FINRA BrokerCheck census confirms that the Edward Jones branch at 205 East Washington Street ((850) 997-2572) and the Capital City Strategic Wealth desk at 800 South Jefferson Street ((850) 342-2500) in Monticello are the only registered investment advisory locations inside Jefferson County, with zero (0) offices in rural Lloyd (32337), Wacissa (32361), or Lamont (32336).
Connect with complementary legal, financial, and residential providers serving seniors in Monticello and Jefferson County.
Floyd Faglie, P.L., Morris Law Firm & Collins Law Firm — Floyd B. Faglie, Esq., Robert E. Morris, Esq., David W. Collins, Esq. & Charles M. Collins, Esq. (Monticello Resident Elder Law, Probate & Real Property Counsel)
Monticello, Jefferson County
(850) 997-6300
Heritage Manor Apartments — 36-Unit Dedicated 62+ / Disabled USDA Section 515/521 & FHFC LIHTC Senior Community (Monticello)
Monticello, Jefferson County
(850) 997-4727
Brynwood Health and Rehabilitation Center (#SNF10680961 / CCN #105514 — 97 Beds) & Cross Landings Health and Rehabilitation Center (File #23301 / CCN #105832 — 60 Beds) — Monticello In-County Skilled Nursing & Memory Care Hub
Monticello, Jefferson County
(850) 997-1800
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Farmers & Merchants Bank (FMB — Historic Monticello Domestic Charter #169 / #11286) & Successor Renasant Bank (f/k/a The First Bank — Monticello Main Office)
Monticello, Jefferson County
Capital City Bank (Monticello Branch — FDIC #9622), Capital City Trust Company & Capital City Strategic Wealth / Investments (LPL Financial — Ben Bowersox, CFP®, Greg Mayes & Allie VanLandingham)
Monticello, Jefferson County
Jefferson County Teachers Credit Union (NCUA #67341 — Monticello HQ), Envision Credit Union / Addition Financial (NCUA #68173 / #68516) & First Commerce Credit Union (NCUA #68464 — Six Pillars Financial Advisors)
Monticello, Jefferson County
East Tallahassee US-90 (Mahan Drive) & Thomasville Road SEC-Registered CFP® Fiduciary Wealth Hub — Smith Bruer Advisors (CRD #284508), Raymond James (CRD #705), Morgan Stanley (CRD #149777) & Merrill Lynch (CRD #7691)
Monticello, Jefferson 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.