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James B

Series 66

Tyler, TX

Edward Jones

James Basham is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and with 14 years of industry experience exclusively at Edward Jones since 2012. He is also involved with various churches in the Tyler area, receiving honorariums for his activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Series 66

Tyler, TX

Edward Jones

David Denton is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation. He has prior experience at GPSI, South Star JCB, BWI, and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Real estate investing Founder/Business Owner Oil & Gas Real Estate Professional
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