Pinkerton Wealth Partners
39yrs
Top advisor by experience in Conroe
3yrs
Conner Halstead has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Conroe, Texas. Conner joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 107 advisors with offices in Conroe, and one of 102 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office4489 W Davis St Suite 240, Conroe, TX 77304
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
- 2024 – nowEdward JonesCurrent firm
Contact Conner
4489 W Davis St Suite 240Conroe, TX 77304Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Conner
Tailored to Conner’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Conner
How do I contact Conner?
Call Edward Jones at (314) 515-2000 and ask for Conner Halstead. Conner works from the Conroe, TX office.
How long has Conner been a financial advisor?
Conner has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Conner hold?
Series 66. Tap any license on this page to see what it allows.
Is Conner a fiduciary?
Conner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conner paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Conner 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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