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Jack C

Series 66

Austin, TX

Edward Jones

Jack Cramer is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he spent two years at Austin Subaru and operated an apparel design business, Patchwork Soul LLC, from 2020 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Charitable giving & philanthropy Wealth management Founder/Business Owner LGBTQIA
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Erica R

Series 66

Austin, TX

Edward Jones

Erica Ruchman is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at FICO and Merge Healthcare, an IBM company. Outside of her advisory role, she has involvement related to design services through Accelerate Performance, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Austin, TX

Edward Jones

Rohan Chopra is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 credential and four years of industry experience. He has been with Edward Jones since 2020, with a brief period as a student and other work experience at Best Buy and a campus computer store. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 66

Austin, TX

Edward Jones

Zachary Schroeder is a Series 66 licensed financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisor role, he is a principal at ZAS Tech LLC, a technology company focused on decentralized cloud service protocols. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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David T

Series 63, Series 66

Austin, TX

Edward Jones

David Thelen is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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