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Christopher I

Series 66

Tyler, TX

Edward Jones

Christopher Ivey is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 16 years at EHI Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Aaron M

CFP®, ChFC®, Series 63

Tyler, TX

Edward Jones

Cade Milligan is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Regional Financial Representative at Texas Horace Mann INC. from 2022 to 2023, and as a Financial Advisor at Northwestern Mutual Wealth Management from 2020 to 2022. Cade focuses on partnering with clients through a disciplined process to develop personalized financial plans aimed at providing confidence and peace of mind. He emphasizes the importance of mutually constructed plans to help clients implement effective financial practices and behaviors that support their personal financial goals. Cade holds an Arkansas Insurance License, which supports his work in the financial services industry.

Wealth management Financial Professional
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Bryan W

Series 66

Tyler, TX

Edward Jones

Bryan White is a Series 66-licensed advisor with Edward Jones in Tyler, Texas, with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 21 years at Avaya Inc. He serves as Board President of Cal's Pals Inc, a nonprofit organization based in Lindale, Texas. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and affiliated investment products supported by a national network of more than 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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