Spring Branch, TX U S Highway 281 N Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

7790 U S Highway 281 N Ste 200

Spring Branch TX 78070-6225

Advisors at this office

2

Advisors at this office

Paul B

Series 66

Spring Branch, TX

Edward Jones

Paul Barton is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and holds a Series 66 designation. Prior to his career in financial advising, he worked for Novartis Pharmaceuticals Corporation for 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Jill M

Series 66

Spring Branch, TX

Edward Jones

Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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