Jason Edwards is a financial advisor with Edward Jones, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including over two decades at Fidelity Brokerage Services and six years with Edward Jones. Outside of his advisory work, he is involved with multiple multi-family apartment investment funds based in Lubbock, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Adalberto Santaella is a financial advisor with Edward Jones in Plano, TX, holding CFP® certification and Series 63 and 66 licenses. He has 33 years of industry experience, including 15 years with Edward Jones. 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, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.