Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thompson S
Series 66
Plano, TX
Edward Jones
Thompson Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Epimed, Inc. and Multview, Inc., as well as having academic experience at Texas A&M University. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Cole B
Series 66
Plano, TX
Edward Jones
Cole Baker is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and beginning his industry experience in 2024. He has worked at Edward Jones since 2024, with additional roles at First Baptist Woodway and Specialty Restoration of Texas prior to joining the firm. Baker attended Texas A&M University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Andrew I
CFP®, Series 66
Plano, TX
Edward Jones
Andrew Ingram II is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Plano, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jesse A
Series 63, Series 65
Plano, TX
Edward Jones
Jesse Abercrombie is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. 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 large network of financial advisors and branch offices across the nation.
Sheryl G
CFP®, Series 63, Series 66
Plano, TX
Edward Jones
Sheryl Giles is a CFP® professional at Edward Jones with 24 years of industry experience, including 25 years at Edward Jones. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved with EnviroMatic Systems, specializing in HVAC and climatic systems. 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 network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Brandan B
CFP®, Series 66
Plano, TX
Edward Jones
Brandan Bindel is a financial advisor at Edward Jones in Plano, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He previously worked at Ernst & Young for five years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters