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Julie W

Series 66

Decatur, TX

Edward Jones

Julie Woods is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at HomeTown Lenders, Cardinal Financial Company, Vertex Aerospace, and Med-Trans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Jeremy H

Series 63, Series 66

Decatur, TX

Edward Jones

Jeremy House is a financial advisor with Edward Jones in Decatur, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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