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Cody H

Series 66

Fort Worth, TX

Edward Jones

Cody Hambrick is a financial advisor at Edward Jones in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning ESG / Sustainable investing Executive Doctor or Medical Professional Values-based investing Christian Faith Based
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William S

Series 66

Fort Worth, TX

Edward Jones

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. 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 nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans Executive
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Jonathan C

Series 66

Fort Worth, TX

Edward Jones

Jonathan Carani is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strive Real Estate, Dan's Pool Service, and Mamaka Bowls, as well as positions at Texas Christian University and Bellerive Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers additional services such as trust company capabilities and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning General estate planning guidance Founder/Business Owner Executive
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