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Marshall K

CFP®, Series 63, Series 65

Fairview, TX

Edward Jones

Marshall Kube is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at JP Morgan Chase Bank, Raymond James Financial, and Charles Schwab & Co. Outside of advising, he is involved in managing a rental property business through Kube V Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets and operating a large national 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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David F

CFP®, Series 66

Fairview, TX

Edward Jones

David Field is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Field is also the manager of an LLC named LeaPai LLC. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Technology Professional Founder/Business Owner
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Brianna F

Series 66

Fairview, TX

Edward Jones

Brianna Field is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Crayon and McAfee. Outside of financial advising, she is a partner in a beauty retail business where she promotes and posts social media for affiliate products. 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 strategies, managed accounts, and affiliated mutual funds, supported by a large 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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