Rubicon Investment Management & Analytics
38yrs
Top advisor by experience in Wimberley
14yrs
Ellen Edwards is a fiduciary financial advisor in Wimberley, Texas, with 14 years in the industry. After two years at Merrill, Ellen joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 16 advisors with offices in Wimberley, and one of 14 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 62% of advisors at Edward Jones
Office15501 Ranch Road 12, Wimberley, TX 78676
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
- 2013 – 2015MerrillPreviously
Contact Ellen
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Ellen. 15501 Ranch Road 12Wimberley, TX 78676Office · Get directions
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Questions to ask Ellen
Tailored to Ellen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ellen
How do I contact Ellen?
Call Edward Jones at (314) 515-2000 and ask for Ellen Edwards. Ellen works from the Wimberley, TX office.
How long has Ellen been a financial advisor?
Ellen has been in the industry since 2013, about 14 years. More experience than 62% of advisors at Edward Jones.
What licenses does Ellen hold?
Series 66. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ellen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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