Jason Fuller is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses and is based in Beaumont, TX. Outside of his advisory role, Fuller serves as Treasurer and Secretary of Orso D'Oro LLC, an entity established to manage ownership of his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large nationwide network of advisors and branch offices.

Kathryn Fuller is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2016, totaling nine years of industry experience. Prior to joining Edward Jones, she was involved with KWF Development for twelve years. Outside of her advisory work, she is the managing member of Orso D'oro, LLC, an entity established to own her office building. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, and manages over $1 trillion in assets through a broad network of advisors and branch offices nationwide.