La Vernia, TX Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,169 offices

Location

101 Woodbridge Dr Suite 203 A

La Vernia TX 78121

Advisors at this office

3

Advisors at this office

Lane T

Series 63, Series 66

La Vernia, TX

Edward Jones

Lane Talbert is a financial advisor with Edward Jones based in La Vernia, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Oil & Gas
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Jennifer T

Series 66

La Vernia, TX

Edward Jones

Jennifer Taylor is a Series 66 licensed financial advisor at Edward Jones with five years of experience at the firm. Prior to joining Edward Jones, she was involved with the First Baptist Church of La Vernia for three years and spent five years as a stay-at-home parent. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

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

Stacy M

CFP®, Series 66

La Vernia, TX

Edward Jones

Stacy Mikolajczyk is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Food Safety Net Services and has been the owner of North Creek Smoke House, a beef jerky manufacturing business, since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as tax-efficient services and affiliated investment options.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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