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Ryan F

Series 63, Series 66

Rowlett, TX

Edward Jones

Ryan Frank is a financial advisor at Edward Jones in Rowlett, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Toyota of Rockwall and Allstate Insurance Co. He is also the managing member of The Ryan Frank Group LLC, a limited liability company. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Sean B

Series 66, Series 63

Rowlett, TX

Edward Jones

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Sean has also worked in emergency medical services with Acadian Ambulance Service and Champion EMS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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