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Judson P

Series 63, Series 66

Abilene, TX

Edward Jones

Judson Powell is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a business office in Abilene, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

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

Series 66

Abilene, TX

Edward Jones

Dan Davis is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones, he worked at the Texas General Land Office from 2014 to 2018. He is also the owner and manager of Texas Big Country Services LLC, a company involved in real estate valuation and notary public services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner LGBTQIA
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Jason W

Series 66

Abilene, TX

Edward Jones

Jason Weltzin is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages a rental property business. 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 nationwide network of financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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