Houston, TX 12230 W Lake Houston Pkwy Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

12230 W Lake Houston Pkwy, Suite 185

Houston TX 77044

Advisors at this office

2

Advisors at this office

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Evan G

Series 66

Houston, TX

Edward Jones

Evan Gaddy is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in marketing and media, food service, and videography. He has operated a videography business since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of financial advisors.

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

Series 63, Series 66

Houston, TX

Edward Jones

Donald Gaddy is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

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