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C. J

CFP®, Series 63, Series 66

San Antonio, TX

Edward Jones

C. Jones is a CFP® and ChFC® affiliated with Edward Jones in San Antonio, TX, with 31 years of industry experience at the firm. Since 1995, Jones has worked continuously with Edward Jones. Outside of financial advising, Jones teaches stress reduction techniques through mindfulness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network and additional capabilities beyond advisory services, including trust and securities-based lending options.

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

Series 66

San Antonio, TX

Edward Jones

Karen Rader is a Series 66 licensed financial advisor with Edward Jones in San Antonio, Texas, and has 14 years of experience at the firm. She has no reported external business activities with responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment offerings.

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

Series 66

San Antonio, TX

Edward Jones

Christopher Jones is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for Valaris (formerly Rowan Companies Inc.) for 15 years and held positions at Western Governors University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and managed solutions through a large nationwide network of financial advisors and branch offices.

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