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Thomas R

Series 66

Corpus Christi, TX

Edward Jones

Thomas Rote is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Rote Enterprises LLC, an investment company focused on acquiring a restaurant or similar business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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