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Crystal M

Series 66

Victoria, TX

Edward Jones

Crystal Martinez is a financial advisor with Edward Jones in Victoria, TX. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside her advisory role, Martinez is involved with 6th Realm Paranormal and As Above So Below, both ongoing since 2021 and 2022 respectively. 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, managing approximately $1.01 trillion in assets through a 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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George W

CFP®, Series 63

Victoria, TX

Edward Jones

George Wartsbaugh Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds a Series 63 designation and is based in Victoria, TX. Outside of his advisory role, he owns and manages a hunting camp in Yoakum, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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