Frisco, TX 2500 Legacy Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

2500 Legacy Drive, Suite 212

Frisco TX 75034-5934

Advisors at this office

3

Advisors at this office

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Jeoffrey D

Series 63, Series 66

Frisco, TX

Edward Jones

Jeoffrey Dumas is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He was a homemaker from 2010 to 2019 before joining Edward Jones in 2019. Outside of advising, he is involved in several business activities including land development and oil and gas investments. 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 network of financial advisors and branch offices nationwide.

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

Kevin R

CFP®, ChFC®, Series 63, Series 65

Frisco, TX

Edward Jones

Kevin Rackers is a financial advisor at Edward Jones in Frisco, TX, holding CFP® and ChFC® designations with 27 years of industry experience. His previous roles include positions at AIG Capital Services, American General Life Insurance, The Prudential Insurance Company of America, and Pruco Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner

Scott S

CFP®, Series 66

Frisco, TX

Edward Jones

Scott Smith is a CFP®-certified financial advisor with Edward Jones in Frisco, TX, and has 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Smith serves as a director and shareholder of Watson Truck and Supply and is an owner/member of Carrios Holdings LLC, which manages mortgage payments and a hair salon business; he is also the board president of the nonprofit Ed-U-Care. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Family Business Business ownership considerations General estate planning guidance Founder/Business Owner Oil & Gas
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