Rockport, TX 2621 Hwy 35 N Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

2621 Hwy 35 N Ste 2 A

Rockport TX 78382

Advisors at this office

3

Advisors at this office

Sara J

CFP®, Series 66

Rockport, TX

Edward Jones

Sara Janak is a financial advisor with Edward Jones in Rockport, TX, holding CFP® and Series 66 designations and possessing nine years of industry experience. She has worked exclusively with Edward Jones since 2013. Outside of her advisory role, she is involved in a family cattle business and assists with insurance needs for a water treatment systems company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Chase R

Series 66

Rockport, TX

Edward Jones

Chase Rios is a financial advisor at Edward Jones in Rockport, TX, holding a Series 66 designation. He has one year of industry experience, beginning his career at Edward Jones in 2026 after prior roles at Dynamic Systems Inc and The Barracks Townhomes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional
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Samuel S

CFP®, Series 63, Series 66

Rockport, TX

Edward Jones

Samuel Spears is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cara Hobbs Foundation, which supports brain cancer research. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

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