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59 advisors near
75165
within the area shown on the map
Out of 400,000+ nationwide
Kelly D
Series 66
Waxahachie, TX
Edward Jones
Kelly Dlabaj is a financial advisor with Edward Jones in Waxahachie, TX. She holds a Series 66 designation and began her financial advisory career in 2025 after 11 years at IBM. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.
Barry M
CFP®, Series 63, Series 66
Waxahachie, TX
Edward Jones
Barry Moore is a CFP® certificant with 28 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory work, he is the owner of a rental property in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.
Jacob C
Series 66
Red Oak, TX
Edward Jones
Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.
Gatlan T
Series 63, Series 66
Midlothian, TX
Edward Jones
Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.
Jennifer W
Series 66
Ennis, TX
Edward Jones
Jennifer Wartsbaugh is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones for 10 years. Outside of her advisory role, she serves on the governing board of the Ennis Public Theatre and acts as Ex-Officio Chairman for the Ennis Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and offers affiliated mutual funds, trust services, and securities-based lending options.
Saul O
Series 63, Series 65
Red Oak, TX
LPL Financial
Saul Onyeuku is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. Before joining LPL Financial in 2018, he worked at Royal Alliance Associates and Signator Investors. He is also associated with Onyeuku Wealth Strategies, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to multiple investment strategies and technologies.
Michael M
Series 65, Series 63
Red Oak, TX
Primerica Advisors
Michael Mendoza is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Marion H
Series 66
Red Oak, TX
Edward Jones
Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Gunnar T
Series 66
Midlothian, TX
Edward Jones
Gunnar Turk is a financial advisor with Edward Jones in Midlothian, TX. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked in the retail and restaurant industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Robert S
Series 66
Midlothian, TX
Edward Jones
Robert Segovia is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm is a full-service wealth management provider serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors. Edward Jones manages approximately $1.01 trillion in assets and features capabilities that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.
Albin Z
Series 66, Series 63
Midlothian, TX
J.P. Morgan Securities
Albin Zrile is a financial advisor with J.P. Morgan Securities in Midlothian, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2005. Outside of his advisory role, he is a property owner involved as a landlord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.
Lance G
Series 66
Waxahachie, TX
Edward Jones
Lance Gary is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Forney Independent School District from 2012 to 2017. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Nicholas B
Series 63, Series 66
Waxahachie, TX
Edward Jones
Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of the Waxahachie Letter Jacket Group, which supports local students by providing funds for their letterman jackets, and he coaches a tennis team. 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 strategies, supported by a nationwide network of financial advisors and branch offices, and provides additional capabilities such as affiliated mutual funds and securities-based lending.
Paul C
CFP®, Series 66
Waxahachie, TX
Edward Jones
Paul Colwell is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in Waxahachie, TX, and serves as a financial advisor at the firm. Outside of his advisory role, Colwell is the managing member of Bluebonnet BBQ Texas LLC and serves on the board of directors for the Historical Society of West Point; he has also held leadership roles with the West Point/Tri Rivers Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.
Joshua B
Series 63, Series 66
Midlothian, TX
Fidelity
Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.
Jason C
CFP®, Series 66
Ferris, TX
Edward Jones
Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jody M
Series 66
Waxahachie, TX
Edward Jones
Jody Madding is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 13 years of industry experience. Madding has been with Edward Jones since 2012. Outside of advisory work, Madding is a financial contributor to Beaver Bash LLC, a local business based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.
Jared F
CFP®, Series 63
Midlothian, TX
Cetera
Jared Ford is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of his advisory work, he is involved as a member of Disability Dental Holdings LLC and Cedar Resort Management LLC, managing physical assets and real estate operations. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment program options, combining affiliated and third-party managed portfolios with discretionary and non-discretionary services.
Brian W
Series 66
Ennis, TX
Edward Jones
Brian Wartsbaugh is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Boom Boom INC and BWF ENT Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of approximately 23,701 financial advisors.
Robert C
Series 63, Series 66
Ovilla, TX
Edward Jones
Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
59 advisors near
75165
within the area shown on the map
Out of 400,000+ nationwide