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James T
Series 63, Series 66
Marshall, TX
Edward Jones
James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.
James T
Series 66
Marshall, TX
Edward Jones
James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at Northwestern Mutual and various positions at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Preston P
Series 66
Marshall, TX
Edward Jones
Preston Paul is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Fulbright Winniford and has been with Edward Jones since 2018. Outside of his advisory role, he is a member of Jars & Clay, LLC, a manufacturing business that produces wax melts and participates in local farmers markets. 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 through a nationwide network of advisors and offers a range of investment strategies and fiduciary advisory services.
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