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Jason B

Series 66

Frisco, TX

Edward Jones

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner Intergenerational Families
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Stuart S

CFP®, Series 66

Frisco, TX

Edward Jones

Stuart Snook is a CFP®-designated financial advisor with Edward Jones in Frisco, TX, where he has worked since 2013, totaling 12 years of industry experience. He serves on the Trust Advisory Committee for Trust Canon City, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated services through a large network of advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Inheritance planning Founder/Business Owner Religious/faith focused Values-based investing
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