James Dowell is a CFP®-certified financial advisor with Edward Jones, based in Crockett, TX, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of Bulldog Land Company, involved in buying and selling land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Patrick Dowell is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2023. He previously worked at Merrill and Goldman Sachs and has a background that includes time at Baylor University and Protiviti. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies with a fiduciary standard of care.