Plano, TX Office

Aaron Patenaude is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Sabre for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Luis Herrera is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, as well as serving as a product manager at Orchatect. Herrera is also a regional board member of Out Teach, a nonprofit organization focused on educational initiatives. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside affiliated financial capabilities.

Esther Olivas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Before joining Edward Jones in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2026, and at Express in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Jared Mc Ferron is a CFA® charterholder with eight years of industry experience. He currently works at Edward Jones in Plano, TX, where he has been since 2022. His prior experience includes roles at Guidestone Financial Resources, Frost Investment Advisors, and First Command Advisory Services. 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 strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.