Edward Jones-Financial Advisor: Jay Fine

Edward Jones-Financial Advisor: Jay Fine My primary goal is to serve individuals and families by helping them develop an investment strategy geared toward their unique, long-term goals.

I developed my love for service during my 20-year career in the United States Army serving from Texas to Belgium, Iraq and Afghanistan. In the summer of 2017, I retired as a lieutenant colonel and departed on my Edward Jones career. In 2018, I earned my permanent office in San Antonio, and as I like to say, “I did 20 years in the Army, and now I’ve got 20 to 30 years serving families as an Edward

Jones advisor.”

I grew up in Richardson, TX, earned my Associate Degree at New Mexico Military Institute, a BBA in finance from Sam Houston State University, and an MPA from Bowie State (through UMUC). Kathy and I met at SHSU, and we married in 1999. Since then we’ve lived in nine towns (in three countries), and have raised three wonderful young men aged 18, 15 and 11. I also enjoy coaching youth sports, participating in my church and volunteering for the Alzheimer’s Association, the Baptist’s Children Home and The Guardians of the Children. I don’t work alone. I partner with Jessica Martinez, the branch office administrator. She is a long-time citizen of San Antonio, earned her bachelor's degree at Southern New Hampshire University and is expecting her first child in September. Prior to Edward Jones, Jessica served at Capital Group (American Funds) as a compliance team leader. She joined Edward Jones in 2019 and has improved our service daily. We look forward to serving you and your family. Please call to schedule a time to have coffee and get to know each other.
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Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
06/25/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
06/23/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3SjClyw

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
06/19/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
06/17/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. Wh...
06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
06/17/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4osbSuq

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
06/11/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

Address

1000 Central Parkway North, Suite 225
Helotes, TX
78232

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 4pm
Sunday 12pm - 4pm

Telephone

+12106956825

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