Because FINRA BrokerCheck and SEC Investment Adviser Public Disclosure (IAPD) records confirm zero (0) standalone FINRA brokerage storefronts physically located inside Lafayette County's two ZIP codes (Mayo 32066 and Day 32013), retirees across Lafayette County rely on the surrounding CERTIFIED FINANCIAL PLANNER™ (CFP®) branches of Edward D. Jones & Co., L.P. (FINRA/SEC Firm CRD #250 / SEC File #801-14585 & #801-7284, Florida Sunbiz Foreign LP #A26541) located 21 miles northeast via State Road 51 in Live Oak (32064) and 24 miles west via US Highway 27 in Perry (32347): (1) Along the SR-51 North Live Oak Corridor in historic downtown Live Oak at 123 Howard Street E and 205 Howard Street E, Live Oak, FL 32064 (consolidating prior Live Oak corridor storefronts at 114 Ohio Ave N, 205 White Ave SE, and 1453 Ohio Ave S), three CFP Board-certified fiduciaries with spotless regulatory records (0 disclosures) serve Suwannee and Lafayette County seniors: Christopher Travis Henry, CFP®, CEPA®, AAMS® (Individual CRD #4697142, (386) 364-1657 / (386) 362-1396, 22+ years with Edward Jones since August 2003, holding the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor® for farm and small-business owners, and Accredited Asset Management Specialist™ designations, 0 disclosures), Seth A. Wilkins, CFP®, CPWA® (Individual CRD #7089603, (386) 219-4227, holding both the CFP® and the Investments & Wealth Institute's Certified Private Wealth Advisor® [CPWA®] credential for high-net-worth tax and legacy preservation, 0 disclosures), and former Suwannee Valley school principal/administrator Thomas Hunter Abercrombie, CFP®, AAMS™ ((386) 364-3699, Series 7TO & Series 66, 0 disclosures, specializing in Florida Retirement System [FRS] DROP and educator 403(b)/457(b) transitions); and (2) For western Lafayette County and Day (32013) residents traveling 15 to 24 miles west on US Highway 27 into Perry (32347), the Perry Edward Jones corridor at 304 E Hampton Springs Avenue / 115 E Main Street, Perry, FL 32347 ((850) 584-2653) is led by CERTIFIED FINANCIAL PLANNER™ Cory Gene Taylor, CFP® (Individual CRD #6532708, 0 disclosures, alongside regional CFP®/AAMS® corridor coverage including Michael P. 'Mike' Pouncey, CFP®, AAMS® CRD #4283051 and Perry LPL Financial advisors John A. Kasak CRD #4247376 & Misty S. Rhoden CRD #7659190) (acceptsMedicaid: false).
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Christopher Travis Henry, CFP®, CEPA®, AAMS® (CRD #4697142); SEC IAPD / FINRA BrokerCheck — Seth A. Wilkins, CFP®, CPWA® (CRD #7089603); FINRA BrokerCheck — Cory Gene Taylor, CFP® (CRD #6532708 — Perry US-27 Corridor)
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA, CFP Board, Exit Planning Institute & Investments & Wealth Institute
Notes: Verified 2026-10-26 via SEC IAPD & FINRA BrokerCheck: Operating at 123 Howard St E & 205 Howard St E, Live Oak, FL 32064 ((386) 364-1657, (386) 219-4227 & (386) 364-3699; noting historical Ohio Ave / White Ave corridor listings), Travis Henry (CRD #4697142), Seth Wilkins (CRD #7089603), and Hunter Abercrombie hold active Series 7/7TO and Series 66 registrations with 0 disclosures.
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & CFP Board
Notes: Verified 2026-10-26 via FINRA BrokerCheck: Serves Day (32013) and western Lafayette County directly west on US Hwy 27 in Perry ((850) 584-2653).
Factual details and direct answers about Edward Jones (CRD #250) — SR-51 North Live Oak (21 Mi. NE) & US-27 West Perry (24 Mi. W) CFP® Fiduciary Retirement Planning Corridor's services, licensing, and credentials.
Are there any Edward Jones or FINRA securities brokerage storefronts physically inside Mayo (32066) or Day (32013)?
No. Official FINRA BrokerCheck and SEC IAPD branch registries confirm zero (0) securities brokerage storefronts inside Mayo (32066) or Day (32013). Retirees in Mayo travel 21 miles northeast on State Road 51 to the downtown Live Oak Edward Jones offices at 123 and 205 East Howard Street (staffed by Travis Henry, CFP®, CEPA®, AAMS®, CRD #4697142; Seth Wilkins, CFP®, CPWA®, CRD #7089603; and Hunter Abercrombie, CFP®, (386) 364-1657 / (386) 364-3699), while residents in Day (32013) and western Lafayette County travel 15 to 24 miles west on US Highway 27 to Perry (Cory Taylor, CFP®, CRD #6532708, 304 E Hampton Springs Ave, (850) 584-2653).
How do the CEPA® (Certified Exit Planning Advisor®) and CPWA® (Certified Private Wealth Advisor®) credentials in Live Oak help Lafayette County agricultural and business families?
At the Live Oak Edward Jones hub, Travis Henry, CFP®, CEPA® (CRD #4697142) holds the Certified Exit Planning Advisor® designation to help retiring farm, timber, poultry, and small-business owners value and transition family enterprises tax-efficiently, while Seth Wilkins, CFP®, CPWA® (CRD #7089603) holds the Certified Private Wealth Advisor® credential to structure multi-year Roth conversions, capital gains harvesting, Qualified Charitable Distributions (QCDs), and estate preservation.
Connect with complementary legal, financial, and residential providers serving seniors in Live Oak and Lafayette County.
Sellers, Taylor & Morrison, P.A.
Live Oak, Suwannee County
(386) 208-1080
Advent Christian Village — Riverwoods, Parkview & Taylor Commons (Dowling Park / Live Oak CCRC)
Live Oak, Suwannee County
(386) 658-3333
Dacier Manor at Advent Christian Village
Live Oak, Suwannee County
(386) 658-5552
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Fiduciary Financial Planners in Florida →
Understanding CFP®, CEPA®, and CPWA® fiduciary duties when selecting a retirement advisor near Mayo and Day.
Estate Planning in Florida →
Using Transfer-on-Death (TOD) brokerage registrations and IRA beneficiary designations to bypass probate in the 3rd Judicial Circuit.
Gunter Financial — Herman Gunter III & Herman Gunter IV, CFP® (Independent Financial Partners)
Live Oak, Suwannee County
Edward Jones — Travis Henry, CFP®, CEPA®, AAMS® (Financial Advisor)
Live Oak, Suwannee County
Edward Jones — Seth Wilkins, CFP®, CPWA® (Financial Advisor)
Live Oak, Suwannee County
Edward Jones — Hunter Abercrombie, CFP® (Financial Advisor)
Live Oak, Suwannee 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.