Aric Boullion
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Baytown, TX 77521-4327
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Business ownership considerations
Occupation focus
Military & Veterans
Founder/Business Owner
Work history
Edward Jones
2017 - Present (9 years)
Superbag Corporation (Five Star Management)
2010 - 2017 (7 years)
Bob Edwards Realty
2007 - 2016 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Andre S
CFP®
Houston, TX
A Small Investment
With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation. My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO. At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.
Bryson S
Series 66
Mont Belvieu, TX
Edward Jones
Matthew S
CFP®, ChFC®, Series 63, Series 66
Baytown, TX
Edward Jones
Jonathan W
Series 66
Deer Park, TX
Edward Jones
Sylvia G
Series 63, Series 66
Mont Belvieu, TX
Edward Jones
Justin C
CFP®, ChFC®, Series 66
Baytown, TX
Edward Jones
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