Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3 advisors near
71220
within the area shown on the map
Out of 400,000+ nationwide
Michael D
Series 66
Bastrop, LA
Edward Jones
Michael Donohue is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior roles include positions at PayScale, Payfactors, IBM, and Kenexa. 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 through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.
Trenton P
Series 66
Bastrop, LA
Edward Jones
Trenton Perkins is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Amwins and employment during his time at the University of Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages about $1.01 trillion in assets and offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.
Karl D
Series 63
Bastrop, LA
Edward Jones
Karl Davis is a financial advisor with Edward Jones in Bastrop, Louisiana, holding a Series 63 license and 38 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, Davis serves on the board of Ouachita Christian School in Monroe, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and provides services under a fiduciary standard.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
3 advisors near
71220
within the area shown on the map
Out of 400,000+ nationwide