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68 advisors near
76033
within the area shown on the map
Out of 400,000+ nationwide
Clifton P
CFP®, Series 66
Glen Rose, TX
Edward Jones
Clifton Prater is a Certified Financial Planner (CFP®) and holds a Series 66 license. He has 11 years of experience in the financial industry, all of which have been with Edward Jones since 2015. He is based in Glen Rose, TX. 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 and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Garrett G
CFP®, Series 63, Series 66
Granbury, TX
Edward Jones
Garrett Grove is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of his advisory work, he has participated as a rideshare driver for Uber Technologies. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.
Matthew D
Series 66
Cleburne, TX
Edward Jones
Matthew Dollins is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 credential with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Wayne P
Series 63, Series 66
Granbury, TX
Edward Jones
Wayne Pratt is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Edward Jones since 1992. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.
Randel R
Series 66
Joshua, TX
Edward Jones
Randel Rix is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at D.R. Horton for six years and GM Financial for three years. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large national network of advisors and branch offices.
Walter N
Series 63, Series 65
Granbury, TX
Raymond James & Associates
Walter Newmann Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1998. Outside of his advisory work, he is an author focusing on spiritual and societal topics through books and articles. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and sub-advisers.
David L
Series 63, Series 66
Joshua, TX
Edward Jones
David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. 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 large nationwide network of advisors and branches.
Jennifer S
Series 66, Series 63
Granbury, TX
Edward Jones
Jennifer Shannon is a financial advisor at Edward Jones in Granbury, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She has been with Edward Jones since 2016 and previously worked at Keller ISD for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
68 advisors near
76033
within the area shown on the map
Out of 400,000+ nationwide