Ft Worth, TX 1300 S University Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,150 offices

Location

1300 S University Dr Suite 414

Ft Worth TX 76107

Advisors at this office

5

Advisors at this office

Melissa H

CFP®, Series 66

Fort Worth, TX

Edward Jones

Melissa Harris is a CFP® and Series 66 registered financial advisor with Edward Jones in Fort Worth, TX, where she has worked for eight years. Prior to joining Edward Jones, she spent six years at Catholic Charities Diocese of Fort Worth, Inc. Harris serves as Board Chair of the YMCA of Metropolitan Fort Worth and is a director for the Burchell Youth Development Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of more than 23,000 advisors.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Eugene L

CFP®, Series 63, Series 65

Ft Worth, TX

Edward Jones

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

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

Andrew L

CFP®, Series 66

Ft Worth, TX

Edward Jones

Andrew Lamis is a CFP®-designated financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked at Dew Wealth Management and has a background that includes education roles and employment at Ridglea Country Club. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Active portfolio management Retired Founder/Business Owner Executive
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Hal H

Series 66

Ft Worth, TX

Edward Jones

Hal Hinckley Jr. is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Edward Jones in Ft Worth, TX since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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

Bruce B

CFP®, Series 63, Series 66

Fort Worth, TX

Edward Jones

Bruce Border is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

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