Austin, TX S Mopac Expy Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,095 advisors across 14,159 offices

Location

1501 S Mopac Expy #310

Austin TX 78746-7541

Advisors at this office

7

Advisors at this office

Robert E

Series 66

Austin, TX

Edward Jones

Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Edward Jones in 2021, he worked for BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. 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 range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Jonathan B

Series 63, Series 66

Austin, TX

Edward Jones

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. 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 range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Liquidity event planning Military & Veterans Founder/Business Owner Financial Professional LGBTQIA

Brandon S

Series 66

Austin, TX

Edward Jones

Brandon Sims is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a part-owner of a rental property in Odessa, TX. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and investment options, supported by a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Retirement withdrawal strategies ESG / Sustainable investing Founder/Business Owner
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Patrick W

Series 66

Austin, TX

Edward Jones

Patrick Woodman is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has 13 years of industry experience, including 14 years at Edward Jones. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Jon A

CFP®, Series 63, Series 66

Austin, TX

Edward Jones

Jon Albright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. 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, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Delaney H

Series 66

Austin, TX

Edward Jones

Delaney Harbuck is a financial advisor at Edward Jones in Austin, TX, with three years of industry experience. Prior to joining Edward Jones, Harbuck worked for Sight & Sound Films and the Texas A&M Forest Service. Outside of finance, Harbuck occasionally engages in freelance photography and art projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

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

Galan P

CFP®, Series 66

Austin, TX

Edward Jones

Galan Pirkle is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent ten years at Comerica Bank. He is based in Austin, TX. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Executive
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