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Matthew L

Series 66

Rockdale, TX

Edward Jones

Matthew Langwell is a financial advisor with Edward Jones in Rockdale, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Langwell is a part owner in a restaurant business and manages a cattle ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor and branch network, as well as its affiliated capabilities beyond traditional advisory services.

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

Series 63, Series 65

Thrall, TX

STIFEL

Barry Doering is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jason J

Series 66

Rockdale, TX

Edward Jones

Jason Jenkins is a financial advisor at Edward Jones in Rockdale, TX, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he was self-employed for three years. Outside of his advisory work, he is a partner in a home building business, Good Life Builders, LLP, and serves as vice president of the Minerva Cemetery Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
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Marvin C

Series 66

Rockdale, TX

Cetera

Marvin Clement is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has been the owner of Marvin R Clement CPA since 2001, providing tax planning, preparation, attestation services, and small business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul D

Series 66

Rockdale, TX

Edward Jones

Paul Dixon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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