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Justice Talas

Advisor at Edward Jones

Updated today

Location

Bay City, TX 77414-5021

Credentials

Series 66

Industry experience

3 years

About

Justice Talas is a Series 66-licensed financial advisor with Edward Jones in Bay City, TX, and has three years of industry experience. His prior work includes roles at Beseda Insurance Inc. and Texas State University. Outside of advising, he has experience assisting in insurance agency operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm operates a large nationwide network of advisors and emphasizes fiduciary standards in its advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

1744 6 Th St

Bay City, TX 77414-5021

Most active in

Texas

Work history

Edward Jones

2022 - Present (4 years)

Beseda Insurance Inc.

2021 - 2022 (1 year)

Edward Jones

2019 - 2021 (2 years)

Texas State University

2018 - 2019 (1 year)

Texas Department of Transportation

2018 - 2018 (1 year)

Texas State University

2017 - 2018 (1 year)

East Bernard High School

2012 - 2017 (5 years)

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

Andrew S

Series 66

Bay City, TX

Trilogy Wealth Management, LLC

Andrew Straub is a financial advisor at Trilogy Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at United Planners Financial Services and Grace School. Outside of advising, he performs statistician work for the NFL. Trilogy Wealth Management, LLC is a registered investment adviser serving individuals and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment strategy combined with fundamental, technical, and charting analysis to construct diversified portfolios.

Active portfolio management Options & derivatives strategies
user avatar

Terry F

CFP®, Series 63, Series 65

Bay City, TX

Trilogy Wealth Management, LLC

Terry Farrar is a CFP® professional with 33 years of experience in the financial industry. He is the principal of Trilogy Wealth Management, LLC, which he joined in 2023. Farrar has held previous roles with United Planners' Financial Services of America and operated Farrar Financial Group for 30 years. Outside of financial advising, he works as a statistician for the NFL. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services to individuals and high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and charting analysis to construct diversified portfolios.

Active portfolio management Options & derivatives strategies
user avatar

Marvin F

CFP®, Series 63, Series 66

Bay City, TX

Trilogy Wealth Management, LLC

Marvin Farrar is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior roles include positions at Trilogy Wealth Management, Penn Mutual Insurance Company, and Ohio National Financial Services. Outside of his advisory work, he volunteers as a security team member for the Cowboy Church of Tarrant County. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a significant portion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies

Jeremy F

Series 66

Sweeny, TX

Edward Jones

Jeremy Findley is a financial advisor with Edward Jones in Sweeny, TX, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Formosa Plastics Corporation and G4S Secure Solutions. Outside of his advisory work, he is involved in real estate owner financing in Port Lavaca, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Inheritance planning Retired Founder/Business Owner Executive

James S

CFP®, Series 66

Bay City, TX

Edward Jones

James Scardami Jr. is a CFP® certified financial advisor with Edward Jones in Bay City, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves on the board of a Christian preschool and as secretary for the Bay City Country Club, and he owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Alyssa S

Series 66

Bay City, TX

Edward Jones

Alyssa Sanders is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, including tax-efficient solutions and operates under a fiduciary standard.

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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