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Jimmy H

CFP®, Series 63

Jacksonville, TX

Edward Jones

Jimmy Holcomb is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1987. He holds a Series 63 license and is based in Jacksonville, TX. Outside of advisory work, he has interests in oil and gas income through Sabine Oil and Gas in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of financial advisors and offers a range of advisory strategies and affiliated investment products.

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

Series 66

Jacksonville, TX

Edward Jones

Amy Pate is a Series 66 licensed financial advisor at Edward Jones with seven years of experience at the firm and two years in the industry overall. Prior to joining Edward Jones, she worked for ten years at Austin Bank NA. Outside of her advisory role, she makes and sells custom t-shirts using DTF transfers from her home in Jacksonville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard with over 23,700 advisors nationwide.

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

Series 66

Jacksonville, TX

Edward Jones

Kourtney Childress is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, TX, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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