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2 advisors near
76834
within the area shown on the map
Out of 400,000+ nationwide
Justin G
Series 65
Coleman, TX
One Life Advisory
Justin Gartman is the principal advisor at One Life Advisory in Coleman, TX. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding One Life Advisory, Gartman worked at BetterWealth and owns JG Land Ventures, a business focused on buying and selling land and land notes. One Life Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and employer-sponsored plans. The firm employs modern portfolio theory and a long-term trading approach while delivering ongoing monitoring and reporting through established platforms.
James M
Series 66
Coleman, TX
Edward Jones
James Mc Mahon is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Venture Energy Services and Gonzales ISD. Outside of his advisory role, he is a hobbyist blacksmith. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.
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Finding advisors...
2 advisors near
76834
within the area shown on the map
Out of 400,000+ nationwide