Aleah D Powell

Advisor at Edward Jones — Royse City, TX

Updated today

Credentials

Series 66

Experience

2 years

Location

Royse City, TX 75189

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management

Occupation focus

Doctor or Medical Professional Founder/Business Owner

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Fee options

Percentage

$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)

Other

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

See office

Royse City, TX

125 S Arch St

Royse City TX 75189

Advisors at this office

2

Most active in

Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Unemployed

2023 - 2024 • 1 year

Rockwall, TX

CTL Amedica

2022 - 2023 • 1 year

Addison, TX

Dashe Orthopedic Supplies and Distribution and H&H Mediquip, LLC

2000 - 2022 • 22 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance
user avatar

Seth B

Series 65

Rockwall, TX

Blanck Financial

Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Victoria W

CFP®, Series 63, Series 65

Greenville, TX

Financial Lifestyle Management

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

General retirement planning General tax planning Long-term care insurance Real estate investing Mid-Career Professionals Approaching retirement Young Families
user avatar

Nathaniel G

Series 65

Wylie, TX

Prime Personal Finance

Nathaniel Gardner is a financial advisor at Prime Personal Finance in Wylie, TX, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at Wayfair for five years and NetScout for seven years, with a professional background in computer science and software engineering. Prime Personal Finance offers financial planning, ongoing review, and education tailored to individuals and households through monthly virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds with established track records, adjusts asset allocation based on client goals and risk tolerance, and operates on a fixed monthly fee without commission or performance-based compensation.

Cash flow / budgeting Debt management
user avatar

Gerald H

Series 63, Series 66

Rockwall, TX

Rockwall Wealth Advisors

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
user avatar

Trey T

Series 65

Royse City, TX

Hackberry Capital Management

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

Active portfolio management Concentrated stock management Wealth management Engineering Professional
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