INVESTED IN
AUGUSTA

Plan for your future with a financial partner focused on serving the people who make their community thrive.

FOUNDED IN 1928

Andrew Jones Kilpatrick (Uncle Jonnie) and Warren Bothwell formed Bothwell & Kilpatrick in 1928 to offer stocks and bonds as investments to the people of Augusta. The firm was renamed A.J. Kilpatrick Jr. in 1949 when Warren Bothwell passed away. On May 1st,1962, Uncle Jonnie’s nephew, Richard Cree Kilpatrick, joined the brokerage business and A.J. Kilpatrick & Company was formed. Jonnie passed away in 1978, but the firm continued as a mainstay in downtown Augusta. In 1994, A.J. Kilpatrick & Co. joined A.G. Edwards, which was bought by Wells Fargo in 2007. In 2005, Thomas Duncan Kilpatrick joined his father, Richard, at A.G. Edwards as the third generation Kilpatrick in the financial services industry, and because of his commitment to providing objective financial advice, realigned with LPL Financial in 2009. Today, A.J.Kilpatrick is focused on serving Augusta’s people with the integrity and dedication of their founders, and the future vision of their thriving community.

PERSONALIZED
FINANCIAL PLANNING
WITH FEE FLEXIBILITY

We give you the freedom to select the services
and investment tools best-suited to your situation.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Invested In Augusta

We are focused on the financial well-being of the people who make Augusta’s communities thrive.

Financial Empowerment

Knowledge is power, and we believe in keeping you well-equipped.

Thoughtful, Strategic Advice

We offer you efficiency and experience combined with personalized service.

The Power of Affiliation

Our strategic partnership with LPL Financial supports our goal of protecting your wealth.

Happening Now

Adjusting The Sector Sails | Weekly Market Commentary | June 3, 2024

Adjusting The Sector Sails | Weekly Market Commentary | June 3, 2024

To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from the conviction of former President Donald Trump. Overall, markets shrugged off political uncertainty, bad economic data was mostly taken as good news for stocks by reviving hope for interest rate cuts, while good news helped write the goldilocks narrative of economic conditions being just right.

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