Located in historic downtown Live Oak at 123 East Howard Street, Live Oak, FL 32064, this senior fiduciary retirement and business exit-planning practice is led by Christopher Travis Henry, CFP®, CEPA®, AAMS® (`CRD# 4697142`, 22+ years of continuous securities experience with Edward Jones since August 2003, Series 7, 63, and 66, 0 regulatory disclosures), registered with SEC-registered investment adviser and FINRA/SIPC broker-dealer Edward D. Jones & Co., L.P. (`Firm CRD# 250` / `SEC# 801-14585`, `Sunbiz Doc# A26541`). Holding the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor® (CEPA®), and Accredited Asset Management Specialist™ (AAMS®) designations, Travis Henry provides comprehensive retirement income roadmaps, Florida Retirement System (FRS) DROP and 401(k)/403(b) rollovers, small-business and agricultural exit/valuation transitions, tax-efficient RMD and Qualified Charitable Distribution (QCD) strategies, municipal and Treasury bond ladders, and long-term care funding for retirees in Live Oak, Advent Christian Village (Dowling Park), Wellborn, and McAlpin.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Christopher Travis Henry (CRD# 4697142); Edward Jones Official Branch Profile — Travis Henry, CFP®, CEPA®, AAMS® (Live Oak)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Christopher Travis Henry, CFP®, CEPA®, AAMS® (CRD# 4697142, registered since Aug 2003, Series 7, 63 & 66, 0 disclosures) is an active Investment Adviser Representative and Registered Representative with Edward D. Jones & Co., L.P. (CRD# 250, SEC# 801-14585, Sunbiz Doc #A26541) at 123 Howard St E, Live Oak, FL 32064.
Factual details and direct answers about Edward Jones — Travis Henry, CFP®, CEPA®, AAMS® (Financial Advisor)'s services, licensing, and credentials.
What specialized credentials does Travis Henry hold for Suwannee County retirees and business owners?
Christopher Travis Henry (CRD# 4697142) holds three advanced credentials: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor® (CEPA®), and Accredited Asset Management Specialist™ (AAMS®). Registered with Edward Jones (CRD# 250 / SEC# 801-14585) in Live Oak since 2003 with zero disclosures, he combines fiduciary retirement distribution planning with specialized exit strategies for retiring business and agricultural owners.
How does Travis Henry structure reliable monthly income and RMD planning for retirees?
From the downtown Live Oak branch at 123 East Howard Street ((386) 364-1657), Travis Henry builds cash-flow-matched retirement portfolios that coordinate Social Security timing, FRS or corporate pension elections, laddered CDs/Treasuries, and dividend equities, while automating Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs).
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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.