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Keith E

ChFC®, Series 66

El Paso, TX

Edward Jones

Keith Erickson is a financial advisor with Edward Jones in El Paso, TX, holding a ChFC® designation and a Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Planning for children with special needs Founder/Business Owner
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Jameel T

Series 63, Series 66

El Paso, TX

Edward Jones

Jameel Toombs is a financial advisor at Edward Jones in El Paso, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones, he worked at Allstate Insurance Company, Thrivent Financial, Northwestern Mutual Investment Services LLC, and New York Life. Outside of finance, he was involved in fitness-related ventures including Achillian Fitness and PUSH Crossfit for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Exec comp design Startup equity planning Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Doctor or Medical Professional Professional Athlete Educators, Teachers, and Academics
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