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Pamela Brownlee

Advisor at Edward Jones

Updated today

Location

Andrews, TX 79714

Credentials

Series 66

Industry experience

4 years

About

Pamela Brownlee is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation and is based in Andrews, TX. Outside of her advisory work, she is involved in a family real estate investment LLC with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering diverse advisory programs and affiliated investment products.

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

110 Nw Ave B

Andrews, TX 79714

Most active in

Texas

Work history

Edward Jones

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

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Susan J

Series 66

Andrews, TX

Edward Jones

Susan Jackson is a financial advisor with Edward Jones in Andrews, TX, holding a Series 66 designation and two years of industry experience. Her previous work includes roles at Edward Jones since 2017, as well as positions with Andrews Independent School District, Tidbits Mini Market, and Commercial State Bank. Outside of her advisory work, she provides notary services for non-Edward Jones clients in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

David W

CFP®, ChFC®, Series 63

Andrews, TX

Edward Jones

David Walinder is a financial advisor at Edward Jones with over 32 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1993. Outside of his advisory role, he is involved as a member or manager in several LLCs holding real estate, including properties intended for Edward Jones office use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Arthur A

ChFC®, Series 66

Andrews, TX

Edward Jones

Arthur Abbott is a ChFC® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of financial advisors and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrew H

Series 66

Andrews, TX

Edward Jones

Andrew Hoversten is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2024, he was co-owner of Chasing the Wind LLC, a construction business, from 2017 to 2024 and worked for Louisiana Energy Services LLC from 2007 to 2017. He is also involved in real estate investment through TEX-IA LLC and manages rental properties in Andrews, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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