Work History
Edward Jones
Edward JonesFebruary 2022 to CurrentPGIM
PGIMOctober 2019 to January 2022
FINANCIAL ADVISOR
Caleb K Clark
CIMA®
124 E Bandera Rd, Suite 204, Boerne, TX 78006opens in a new window
Focus Areas
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Retirement Income Strategies
- Wealth Strategies
About Caleb
As a financial advisor, CIMA® certificant, with nearly two decades of experience in the financial service industry, I'm proud to say that I truly enjoy the work that I do and the opportunity to serve my clients. I believe your money should serve your personal prosperity, not the other way around.
I bring a different perspective to my role as a financial advisor. Prior to joining Edward Jones, I spent over a decade in the financial service industry at three of the largest asset managers where I held positions as senior advisor consultant and vice president. My responsibilities were to educate...
I bring a different perspective to my role as a financial advisor. Prior to joining Edward Jones, I spent over a decade in the financial service industry at three of the largest asset managers where I held positions as senior advisor consultant and vice president. My responsibilities were to educate...
Work History
Edward Jones
Edward JonesFebruary 2022 to CurrentPGIM
PGIMOctober 2019 to January 2022
Certifications
CIMA®
Certified Investment Management Analyst®
Education
Charleston Southern University
Charleston Southern UniversityBachelor of Science
Education
Charleston Southern University
Charleston Southern UniversityBachelor of Science
Personal Interests
- Fishing
- Volunteering
- Community Outreach
- Scuba Diving
- Golfing
Team Members
Lori RyholtSr. Branch Office Administrator- Jaisy PfeiferBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
BoerneFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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