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Jason R

CFP®, Series 66

Mineola, TX

Edward Jones

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Troy T

Series 66

Mineola, TX

Edward Jones

Troy Turner is a financial advisor with Edward Jones in Mineola, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026 after working at Hunt's Custom Homes, Inc. from 2024 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, and maintains a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning Wealth management Military & Veterans Founder/Business Owner Sandwich Generation
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Amy C

Series 66

Mineola, TX

Edward Jones

Amy Castleberry is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked in education within the Mineola and Winona Independent School Districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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