Full-service fiduciary retirement planning and investment advisory branch in Okeechobee (`107 SW 17th St, Suite J, Okeechobee, FL 34974`) led by Financial Advisors Sharon A. Covey (`FINRA CRD #2589910`, `(863) 357-4724`) and Bryan Finnegan (`FINRA CRD #8077766`, `(863) 225-7243`), supervised by `Edward D. Jones & Co., L.P.` (`Firm CRD #250` / `SEC File #801-14562`, `Sunbiz Doc# A94000000018`). Serving retirees across Okeechobee, Taylor Creek, Treasure Island, and Buckhead Ridge, the branch specializes in Florida Retirement System (`FRS`) DROP and corporate pension rollovers, IRA/401(k) income distribution modeling, Required Minimum Distribution (`RMD`) automation, tax-advantaged municipal bonds, and long-term care protection.
Official Verification Sources: FINRA BrokerCheck — Sharon A. Covey (CRD #2589910); FINRA BrokerCheck — Bryan Finnegan (CRD #8077766); SEC IAPD — Edward D. Jones & Co., L.P. (CRD #250 / SEC #801-14562)
Issuer: FINRA, U.S. SEC & Florida Department of Financial Services
Notes: Sharon A. Covey (CRD #2589910, registered since 1995; Series 7, 63, 66; FL DFS 2-15 license) and Bryan Finnegan (CRD #8077766; Series 7, 66) maintain clean FINRA BrokerCheck and SEC IAPD records (0 disclosures).
Factual details and direct answers about Edward Jones — Sharon A. Covey & Bryan Finnegan, Financial Advisors (Okeechobee Branch)'s services, licensing, and credentials.
How long has Financial Advisor Sharon A. Covey served investors, and what is her regulatory record?
Sharon A. Covey (FINRA CRD #2589910) has been registered in the securities industry for 30+ years and is dually registered with FINRA and the SEC alongside advisor Bryan Finnegan (CRD #8077766) at Edward Jones (Firm CRD #250 / SEC #801-14562) with 0 regulatory disclosures.
Where is the Edward Jones branch located in Okeechobee?
The office is located at 107 SW 17th St, Suite J, just off South Parrott Avenue in Okeechobee, FL 34974, and can be reached at (863) 357-4724.
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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.