portrait of John R Bourgeois

About John

I began my Edward Jones career in 2005 after selling a technology business that I started in 1995. I had spent my entire career in corporate sales, and decided I wanted to spend the rest of my professional life doing something that would help people on a personal level.

Our purpose is to enrich the lives of our clients by helping them make sure their finances are in order. We do this by serving a select group of 100 or fewer families and providing them with generational guidance focused on their values and aspirations. We strive to provide every family...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Business Retirement Plans

Work History

  • Edward JonesOctober 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stephen F Austin State UnivBachelor of Arts

Personal Interests

  • Traveling
  • Fine Dining
  • Wine Collecting/Enthusiast
  • Football
  • Hiking

Team Members

  • Sonja Hathcock
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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