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3 advisors near 71220
Out of 400,000+ nationwide
Michael D
Series 66
Bastrop, LA
Edward Jones
Michael Donohue is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior roles include positions at PayScale, Payfactors, IBM, and Kenexa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.
Trenton P
Series 66
Bastrop, LA
Edward Jones
Trenton Perkins is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Amwins and employment during his time at the University of Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages about $1.01 trillion in assets and offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.
Karl D
Series 63
Bastrop, LA
Edward Jones
Karl Davis is a financial advisor with Edward Jones, holding a Series 63 designation and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he serves on the board of Ouachita Christian School in Monroe, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
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3 advisors near 71220
Out of 400,000+ nationwide