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Jesse A

Series 66

Houston, TX

Edward Jones

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive
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Matthew C

Series 66

Houston, TX

Edward Jones

Matthew Cote is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Edward Jones, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he has been involved with Velox Accounting and Financial Services since 2013, assisting with payroll, bookkeeping, research, and business consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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