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Advisors / Texas / Palestine
5yrs

Jordan Ray

Financial advisor at Edward Jones

Jordan Ray is a fiduciary financial advisor in Palestine, Texas, with 5 years in the industry. Jordan joined Edward Jones in 2021, 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 10 advisors with offices in Palestine, and one of 10 fiduciaries.

Palestine, TX 75801Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office225 E Spring St, Palestine, TX 75801
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

  1. 2021 – now
    Edward JonesCurrent firm

Questions to ask Jordan

Tailored to Jordan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jordan

How do I contact Jordan?

Call Jordan’s local office at (903) 731-9696 or the Edward Jones main office at (314) 515-2000, and ask for Jordan Ray.

How long has Jordan been a financial advisor?

Jordan has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Jordan hold?

Series 66. Tap any license on this page to see what it allows.

Is Jordan a fiduciary?

Jordan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jordan paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jordan 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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