Aaron Pulsford
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Uvalde, TX 78801
Credentials
Series 63, Series 65
Industry experience
20 years
About
Aaron Pulsford is a financial advisor with Edward Jones in Uvalde, Texas, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
General retirement planning
Wealth management
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
200 East Nopal Suite 205
Uvalde, TX 78801
Most active in
Aaron P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Matthew W
Series 66
Uvalde, TX
Raymond James Financial
Matthew Wyatt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Uvalde, Texas, holding a Series 66 designation and 11 years of industry experience. He has been associated with The Bank and Trust and Raymond James Financial Services since 2015. Wyatt serves as one of nine committee members advising church leaders at First United Methodist Church in Uvalde. Raymond James Financial Services Advisors, Inc. serves individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a focus on tailored financial plans developed via fact-finding interviews and firm research.
James C
Series 63, Series 65
Uvalde, TX
Raymond James Financial
James Coleman is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research, while maintaining a significant non-discretionary advisory business.
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