Katy, TX Pin Oak Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

1322 Pin Oak Road

Katy TX 77494

Advisors at this office

2

Advisors at this office

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Douglas W

Series 66

Katy, TX

Edward Jones

Douglas Walden is a financial advisor with Edward Jones in Katy, TX. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KHOU Channel 11 from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

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

Fortune C

Series 66

Katy, TX

Edward Jones

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. 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) Business ownership considerations Business succession planning Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families
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