ChooseAFinancialAdvisor.com
Advisors / Florida / St. Augustine Beach
11yrs

Cory Caplinger

Financial advisor at Edward Jones

Based in St. Augustine Beach, Florida, Cory Caplinger is a fiduciary financial advisor with 11 years of industry experience. Cory joined Edward Jones in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Cory holds the CFP® designation.

St. Augustine Beach, FL 32080CFP®Fiduciary advisor
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At a glance

Experience11 years (since 2016)
How that compares ?More experience than 52% of advisors at Edward Jones
Office4108 A-1-A South, St. Augustine Beach, FL 32080
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
    Edward JonesCurrent firm

Questions to ask Cory

Tailored to Cory’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Cory

How do I contact Cory?

Call Edward Jones at 314-515-2000 and ask for Cory Caplinger. Cory works from the St. Augustine Beach, FL office.

How long has Cory been a financial advisor?

Cory has been in the industry since 2016, about 11 years. More experience than 52% of advisors at Edward Jones.

What licenses does Cory hold?

Series 66. Tap any license on this page to see what it allows.

Is Cory a fiduciary?

Cory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Cory paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cory for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.