Located on SW Main Boulevard in central Lake City at 330 SW Main Boulevard, Lake City, FL 32025, this Edward Jones retirement and wealth management branch (Firm CRD #250, SEC File #801-7284) is led by CERTIFIED FINANCIAL PLANNER™ professional Steven Andrew ('Steve') Smith, MBA, CFP® (Individual CRD #6161333, 13+ years of registered advisory experience with zero disclosures) alongside Financial Advisor Jessica Harris (Individual CRD #8195087, zero disclosures; direct line `(386) 243-3258`). The branch provides CFP® fiduciary retirement cash-flow modeling, Florida Retirement System (FRS) DROP and Pension Plan rollover analysis for FDOT District 2 headquarters staff, Columbia County School District educators, and Florida Gateway College personnel, federal FERS and Thrift Savings Plan (TSP) transitions for Lake City VA Medical Center employees, and tax-aware RMD and Qualified Charitable Distribution (QCD) planning.
Official Verification Sources: FINRA BrokerCheck — Steven Andrew Smith, MBA, CFP® (CRD# 6161333); FINRA BrokerCheck — Jessica Harris (CRD# 8195087); Edward Jones Official Branch Page — Steve Smith, MBA, CFP® (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250, SEC File #801-7284) operates its SW Main Boulevard branch at 330 SW Main Blvd, Lake City, FL 32025.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Steven Andrew ('Steve') Smith, MBA, CFP® (Individual CRD #6161333, 13+ years experience, zero disclosures) and Jessica Harris (Individual CRD #8195087, zero disclosures) serve Columbia County retirees at 330 SW Main Blvd, Lake City, FL 32025.
Factual details and direct answers about Edward Jones — Steven A. Smith, MBA, CFP® & Jessica Harris (SW Main Blvd Branch)'s services, licensing, and credentials.
What qualifications does Steve Smith hold at the 330 SW Main Boulevard Edward Jones office in Lake City?
Steven Andrew ('Steve') Smith (CRD #6161333) holds both a Master of Business Administration (MBA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, partnering with Financial Advisor Jessica Harris (CRD #8195087) at 330 SW Main Boulevard, Lake City, FL 32025.
Does this office assist FDOT District 2, Columbia County School District, and Lake City VA employees with retirement rollovers?
Yes. The branch regularly guides state and county employees through Florida Retirement System (FRS) DROP lump-sum rollovers and pension options, as well as Lake City VA Medical Center personnel through federal FERS and Thrift Savings Plan (TSP) transitions.
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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.