Conroe, TX N Loop 336 W Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,095 advisors across 14,148 offices

Location

2040 N Loop 336 W Suite 306

Conroe TX 77304-0000

Advisors at this office

7

Advisors at this office

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Jonathan P

Series 66

Conroe, TX

Edward Jones

Jonathan Parr is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Flowserve Corporation for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Wade H

Series 66

Conroe, TX

Edward Jones

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Ryan K

Series 66

Conroe, TX

Edward Jones

Ryan Korenek is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including at Axios Industrial Maintenance Contractors and Chicago Bridge and Iron. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive

Keaton H

CFP®, Series 66

Conroe, TX

Edward Jones

Keaton Hineman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of advising, he is a partner in HD Ag, LLC, a real estate investment company based in Conroe, 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 advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive

Caleb C

Series 66

Conroe, TX

Edward Jones

Caleb Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Cameron Independent School District and was involved with the American Football Coaches Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans

Casey H

CFP®, Series 66

Conroe, TX

Edward Jones

Casey Heathcott is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2011. He is based in Conroe, TX, and holds the Series 66 designation. Outside of his advisory role, Heathcott is a board member of Love Fosters Hope in The Woodlands, TX, where he contributes to the governance of the organization's stability and growth. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients across individual and institutional sectors. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Cameron H

CFP®, Series 63, Series 66

Conroe, TX

Edward Jones

Cameron Heathcott is a CFP® professional with 21 years of industry experience, all with Edward Jones since 2005. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is a limited partner investor in a rental property business. 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 manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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