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Sterling S

Series 66

Beeville, TX

Edward Jones

Sterling Smith is a financial advisor at Edward Jones in Beeville, TX, holding a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at TxDOT from 2017 to 2019. He serves as a board member of the Beeville Economic Improvement Corporation. 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 supported by a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Kevin J

Series 66

Beeville, TX

Edward Jones

Kevin Jamison is a financial advisor at Edward Jones with a Series 66 designation and six years at the firm. He has a total of 11 years of industry experience, including prior roles at Elsley LLC and the Aransas County Appraisal District. Outside of advisory work, he serves as Vice-President of Elsley LLC, a real estate development company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Series 66

Beeville, TX

Edward Jones

Cody Clayton is a financial advisor with Edward Jones in Beeville, TX. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the chemical manufacturing sector with companies including Ineos Nitriles and Formosa Plastics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a large nationwide network of advisors and branch offices.

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

ChFC®, Series 66

Beeville, TX

Edward Jones

Sairrah Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to her current role, she worked in dental practice administration at Golden Crescent Dental and Oasis Family Dental. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Military & Veterans Intergenerational Families
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