San Antonio, TX Nacogdoches Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1828 Nacogdoches

San Antonio TX 78209

Advisors at this office

2

Advisors at this office

David C

CFP®, ChFC®, Series 63, Series 66

San Antonio, TX

Edward Jones

David Clapp is a financial advisor at Edward Jones in San Antonio, TX, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive Widow/Widower

Sarah K

Series 66

San Antonio, TX

Edward Jones

Sarah Krogh is a financial advisor at Edward Jones with three years of industry experience, including prior roles at First Command and Judson ISD. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Multi-generational wealth transfer Retirement income strategy Wealth management Military & Veterans Intergenerational Families
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