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Gwendolyn F

Series 66

Allen, TX

Edward Jones

Gwendolyn Fischer is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Arbonne, a nutrition company, where she sells products primarily to herself and her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 65, Series 63

Allen, TX

Edward Jones

Jason Brownstein is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes roles at LPL Financial and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment 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 under management through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner
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Torsten H

Series 63, Series 66

Allen, TX

Edward Jones

Torsten Holmes is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a manager of a commercial real estate business, Twin Creeks Real Estate Group. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Bruce O

Series 66

Allen, TX

Edward Jones

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Charitable giving tax strategies General retirement planning Inheritance planning Doctor or Medical Professional Real Estate Professional Religious/faith focused
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Hallie F

Series 66

Allen, TX

Edward Jones

Hallie Fischer is a financial advisor with Edward Jones in Allen, TX. She holds a Series 66 designation and has been associated with Edward Jones since 2016, with a total of four years at the firm. Her prior experience includes roles at ISN and Southern Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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