ADVISOR BIO

Jerold Keith Johnson is a financial advisor registered with Cuso Financial Services, LP in Ocala, FL. Jerold has been in the financial industry since 2008 and has experience with both broker-dealer and investment advisor roles. Jerold holds Series 66, Series 7, and SIE securities licenses. Jerold specializes in providing financial planning services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Jerry Furlong is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Jerry has over 15 years of experience in the financial services industry. Jerry is licensed to sell securities in 23 states. Jerry's areas of specialization include financial planning, retirement planning, investment management, and insurance. Jerry has worked for Raymond James Financial Services Advisors, Inc. since 2011. Jerry holds the following licenses: Series 66, Series 24, Series 7, and SIE.

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ADVISOR BIO

Jessica Bostic is a registered representative with PFS Investments Inc. Jessica is located in Ocala, FL and has been in the financial services industry for over 200 days. Jessica has passed the Series 6TO and SIE exams. Jessica is licensed in Florida and Louisiana.

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ADVISOR BIO

Joan Loretta Coke is an active investment advisor registered with the Securities and Exchange Commission. Joan has been in the securities industry since May 20, 1986 and is currently registered with Ameriprise Financial Services, LLC. Joan has been registered with Ameriprise Financial Services, LLC since March 2020. Joan previously worked at IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Joan has several years of experience in the financial services industry and holds a Series 7, Series 24, and Series 63 license. Joan is a registered investment advisor in 29 states, including Florida, Texas, New York, California, and Illinois. Joan also owns a building that is used to house the Ameriprise office in Ocala, Florida. Joan's firm, Ameriprise Financial Services, LLC, is a financial services company that offers a variety of financial products and services, including investment advisory services, financial planning, and insurance.

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ADVISOR BIO

John Herzek is an investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since June 7, 2018 and is registered with the state of Florida as an Investment Advisor Representative. John is also registered with FINRA and is a Series 6, 7, and 66 license holder. John has a total of 11 years of experience in the securities industry. John has previously worked with Edward Jones and BANC OF AMERICA INVESTMENT SERVICES, INC..

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ADVISOR BIO

John Fielder Walker is a registered representative with Edward Jones and has been in the financial services industry since June 2001. John is licensed to provide investment advisory services in Florida and Texas. John holds Series 63, 66, 7, and SIE licenses. John's clients include high-net-worth individuals, corporations, trusts, and charitable organizations. John provides financial planning, portfolio management, and selection of other advisors services.

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ADVISOR BIO

John Michael Moody is an investment advisor representative with Ocala Capital, LLC in Ocala, Florida. John has been in the industry since 2008. John has passed the Series 6, Series 63, and Series 65 exams and has experience in financial planning, portfolio management for individuals, and pension consulting. John previously worked at Regulus Advisors, LLC, American Portfolios Financial Services, Inc., Brookstone Securities, Inc., and J.W. Cole Financial, Inc.

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ADVISOR BIO

John P Shields is a financial professional with over 30 years of experience in the industry. John is currently registered with Park Avenue Securities LLC. John's current location is Ocala, Florida, where John has been a Registered Representative since 2001. John has worked at a number of other firms in the past, including New England Securities, Guardian Investor Services Corporation and Fahnestock & Co., Inc.. John holds licenses for Series 6, 7 and 63 exams. John is registered in 25 states.

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ADVISOR BIO

John Michael Meffert is a financial advisor with Raymond James Financial Services Advisors, Inc. He has been working in the industry since September 26, 2010. John has a Series 7, 31, and 66 licenses. He is registered in 21 states and has a history of working with various clients, including high-net-worth individuals, corporations, and retirement plans. He is also a partner in the practice Scroggie, Meffert Davis & Asssociates. John is committed to providing personalized financial advice and investment management services to meet the unique needs of each client.

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ADVISOR BIO

John Stephen Shook has been a financial professional since 1985 and is currently a registered representative with Lifemark Securities Corp.. Previously, John worked with Foresters Equity Services, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, Kovack Securities Inc., Washington Square Securities, Inc., PMG Securities Corporation, LifeUSA Securities, Inc., Legacy Financial Services, Inc., AEGON USA Securities Inc., and Pruco Securities Corporation. John holds Series 6, 63, 26 and 65 licenses. John Stephen Shook has a strong focus on offering financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS