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Maurice M

Series 63, Series 66

Kingsville, TX

Edward Jones

Maurice Malcik is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Kingsville, TX

Edward Jones

Charles Malcik is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience including positions at Austin's Park and Chili's, as well as service in the US Army Reserves since 2017. 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 and offers a range of advisory strategies and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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