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60 advisors near
75125
within the area shown on the map
Out of 400,000+ nationwide
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.
Larry R
Series 63, Series 65
Desoto, TX
J.P. Morgan Securities
Larry Robinson is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been affiliated with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process blends quantitative screening and qualitative research with a forward-looking approach to capital markets, serving clients who retain final decision-making authority.
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.
Evan E
Series 63, Series 66
Waxahachie, TX
Edward Jones
Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.
Sergio O
Series 63, Series 66
Dallas, TX
J.P. Morgan Securities
Sergio Ortiz is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at C1PRO and Dream Sponsor, LLC prior to his current tenure at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research, and it offers expanded derivatives and commodities capabilities through specialized regulatory registrations.
Paul B
Series 63, Series 66
Waxahachie, TX
Edward Jones
Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Neal B
Series 66
Lancaster, TX
Edward Jones
Neal Ballance is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
Jeffery B
Series 63, Series 66
Waxahachie, TX
Edward Jones
Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Russell C
Series 66
Waxahachie, TX
Edward Jones
Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Christopher J
Series 63, Series 66
Lancaster, TX
Cetera
Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.
Jennifer W
Series 66
Lancaster, TX
Edward Jones
Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Wess W
Series 66
Waxahachie, TX
Edward Jones
Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
John R
CFP®, Series 63, Series 65
Waxahachie, TX
LPL Financial
John Reagan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Western International Securities, Wells Fargo Clearing Services, and Citigroup Global Markets. Reagan also operates Reagan Wealth Management as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various model portfolios and customized strategies supported by advanced research and operational tools.
Dominique H
CFP®, Series 66
DeSoto, TX
Cambridge Investment Research Advisors
Dominique Henderson Sr. is a CFP® professional with 17 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include leadership positions at DJ Henderson Consulting LLC and DJH Capital Management, as well as experience at McGowan Group Asset Management, Wells Fargo Advisors, and Sunset Financial Services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension, and charitable organizations. The firm offers multiple platform options and proprietary investment strategies through a large network of financial professionals.
Mason D
Series 66
Red Oak, TX
Edward Jones
Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.
Karen M
Series 63, Series 66
Ovilla, TX
Edward Jones
Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Jaime H
CFP®, ChFC®, Series 63, Series 66
Waxahachie, TX
Edward Jones
Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Joseph S
Series 63, Series 65
Waxahachie, TX
LPL Enterprise
Joseph Seoane Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of his advisory role, he volunteers at First Baptist Church in Waxahachie, Texas, teaching Sunday School and greeting attendees. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutions, using predominantly model-driven portfolio strategies and offering access to third-party asset managers and financial planning services.
Caira W
CFP®, Series 66
Dallas, TX
OSAIC
Caira White is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth. Her prior roles include positions at Farther Finance Advisors, ELS Vision Wealth Management, and Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies within a multi-advisor platform.
Adam W
Series 66
Red Oak, TX
Edward Jones
Adam Woldt is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Gilchrist Automotive, Woldt Logistics, Uber, and Farmhouse Furnishings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
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Finding advisors...
60 advisors near
75125
within the area shown on the map
Out of 400,000+ nationwide