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Eric D

Series 66

Cypress, TX

Edward Jones

Eric Davis is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and 8 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Team National and TMI Climate Solutions. He serves as an officer on the committee for a youth soccer club, assisting with team operations and travel coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Early retirement planning General retirement planning Professional Athlete Founder/Business Owner Women Professionals
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Kordell N

Series 66, Series 63

Cypress, TX

Edward Jones

Kordell Nolan is a financial advisor at Edward Jones in Cypress, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he was with Phreesia for one year and was a franchise owner at Goosehead Insurance for nine years. 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 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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