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Travis H

CFP®, Series 63, Series 66

Austin, TX

Edward Jones

Travis Hoffstot is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner Technology Professional
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Christopher W

Series 66

Wimberley, TX

Edward Jones

Christopher Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following a prior role at AdTel International. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients, with a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors.

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

Series 66

San Marcos, TX

Edward Jones

Jason Fischer is a financial advisor at Edward Jones in San Marcos, TX. He holds a Series 66 designation and has experience working in various industries, including 12 years at Land O' Lakes Inc, followed by roles at SRS Distribution and Harrell's LLC before joining Edward Jones in 2025. 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Inheritance planning Retired Founder/Business Owner Executive
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James W

Series 66

San Marcos, TX

Edward Jones

James Wheeler is a financial advisor at Edward Jones in San Marcos, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Sam Houston State University from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

San Marcos, TX

Edward Jones

Crystal Dixon is a Series 66 licensed financial advisor with Edward Jones in San Marcos, TX, bringing 14 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a distributor for AdvoCare International, a health and wellness company, primarily to obtain product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management General retirement planning Retired Founder/Business Owner Executive
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Zachary W

Series 66

San Marcos, TX

Edward Jones

Zachary Whitley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved in property restoration with W.B. Arthur Restoration for eight years and has owned and operated Whitley Ice, LLC, an ice and water vending business, since 2012. He is also a licensed real estate broker with extensive experience since 2007. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and operates 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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Kyley N

Series 66

Austin, TX

Edward Jones

Kyley Newth is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and currently in the first year of her advisory career. Prior to joining Edward Jones, she was self-employed at Remington Pet Ranch for four years and has work experience in communications and retail sectors. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Daniel F

Series 66

Buda, TX

Edward Jones

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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