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Jacob B

Series 66

The Woodlands, TX

Edward Jones

Jacob Burlison is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for Russell and Smith Ford, Inc. from 2017 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brian H

Series 66

The Woodlands, TX

Edward Jones

Brian Hanley is a Series 66 licensed financial advisor with Edward Jones in The Woodlands, TX. He has six years of industry experience, including nine years at Hajoca Corporation prior to joining Edward Jones in 2019. 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 discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

The Woodlands, TX

Edward Jones

Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business ownership considerations General estate planning guidance Founder/Business Owner
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