Alan Reese
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Occupation focus
Financial Professional
Work history
Edward Jones
2009 - Present (17 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.
-
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.
Melissa S
Series 66
Cedar Hill, TX
Edward Jones
Toby B
Series 66
Duncanville, TX
Edward Jones
Robert K
Series 63, Series 66
Midlothian, TX
Fidelity
Ryan Knight is a Planning Consultant at Fidelity Investments, where he has worked since 2020. He brings to his role a combination of military discipline and financial expertise, drawing on 10 years of service in the U.S. Navy and 5 years of experience at Fidelity. Ryan focuses on guiding clients toward retirement and helping them align their investments with their life goals. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients across multiple states. Outside of his professional work, Ryan is a father of two and engages in outdoor activities such as hiking, running, scuba diving, and other adventures.
Kelly D
Series 66
Waxahachie, TX
Edward Jones
Gatlan T
Series 63, Series 66
Midlothian, TX
Edward Jones
David P
Series 66
Mansfield, TX
Edward Jones
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