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Joshua V

Series 66

Pleasanton, TX

Edward Jones

Joshua Verette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for RDO Equipment Co. for nine years and Mustang Cat for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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William P

Series 65, Series 63

Pleasanton, TX

Edward Jones

William Prescott is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2019, he worked at Symmetry Financial Group and Harrison Walker Harper. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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