Universal City, TX Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

433 Kitty Hawk Suite 110

Universal City TX 78148

Advisors at this office

3

Advisors at this office

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Priscilla S

Series 63, Series 66

Universal City, TX

Edward Jones

Priscilla Shuster is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors and offers a range of advisory strategies, including tax-efficient services and proprietary investment options.

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

Steve R

Series 66

Universal City, TX

Edward Jones

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies Wealth management Military & Veterans Founder/Business Owner

Douglas T

Series 63, Series 65, Series 66

Universal City, TX

Edward Jones

Douglas Ternan is a financial advisor with Edward Jones in Universal City, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He worked at Lincoln Financial Distributors, Inc. for 18 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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