Work History
Edward Jones
Edward JonesAugust 2017 to Current
About Jay
I developed my love for service during my 20-year career in the United States Army, serving from Texas to Belgium, Iraq and Afghanistan. Now, I continue to serve individuals and their families by helping them develop an investment strategy geared toward their unique, long-term goals.
In 2017, after retiring from the Army as lieutenant colonel, I departed on my Edward Jones career, recently earning my permanent office in Helotes, TX. As I like to say, “I did 20 years in the Army, now I’ve got 20 years serving families as an Edward Jones financial advisor.”
I grew up in Richardson, TX and...
In 2017, after retiring from the Army as lieutenant colonel, I departed on my Edward Jones career, recently earning my permanent office in Helotes, TX. As I like to say, “I did 20 years in the Army, now I’ve got 20 years serving families as an Edward Jones financial advisor.”
I grew up in Richardson, TX and...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Charitable Giving
Work History
Edward Jones
Edward JonesAugust 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CRPC™
Chartered Retirement Planning Counselor™
Education
Bowie State University
Bowie State UniversityMastersSam Houston State University
Sam Houston State UniversityBachelor of Business Admin
Education
Bowie State University
Bowie State UniversityMastersSam Houston State University
Sam Houston State UniversityBachelor of Business Admin
Personal Interests
- Coaching Sports
- Volunteering
- Motorcycles
- Skiing
- Baseball
Team Members
Remick PhillipsBranch Office Administrator
Genesis RasconBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
HelotesFor 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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