Austin, TX Boca Raton Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

2110 Boca Raton Dr Ste 207

Austin TX 78747-1630

Advisors at this office

2

Advisors at this office

Max S

Series 63, Series 66

Austin, TX

Edward Jones

Max Shanley is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was with J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Kyley N

Series 66

Austin, TX

Edward Jones

Kyley Newth is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and currently in the first year of her advisory career. Prior to joining Edward Jones, she was self-employed at Remington Pet Ranch for four years and has work experience in communications and retail sectors. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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