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James F

Series 66

San Angelo, TX

Edward Jones

James Freeman is a Series 66-licensed financial advisor with Edward Jones in San Angelo, Texas, and has 16 years of industry experience. He has been with Edward Jones since 2009. Freeman serves as a board member of the American Heart Association, contributing to education, fundraising, and event support. 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 solutions, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

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

Series 66

San Angelo, TX

Edward Jones

Jason Fuchs is a financial advisor at Edward Jones in San Angelo, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the energy sector at Kodiak Gas Services and USA Compression. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

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

Series 66

San Angelo, TX

Edward Jones

Cody Clements is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ener-Tel Services and was involved with Eco-Drip Irrigation. Outside of advising, he owns and operates an equine breeding and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers integrated services such as affiliated mutual funds, tax-efficient strategies, and securities-based lending.

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Oil & Gas Founder/Business Owner
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