Edward Jones financial advisor Phillip Saperstein of Orange was named among the Forbes Best-in-State Wealth Advisors in 2025. He ranked No. 59 in Texas.
“My priority is to work one-on-one with our clients to make a positive difference in their lives,” Saperstein said. “It’s a wonderful source of pride to be recognized by Forbes for the specific aspects of our work that they measure.”
To compile the rankings, SHOOK® Research analysts conducted individual interviews with nominees. Criteria that determined the final list included industry experience, best practices, compliance records and assets under care.
Edward Jones is a leading North American financial services firm with more than 20,000 financial advisors. The firm serves more than 9 million clients with a total of $2.2 trillion in client assets under care as of March 28, 2025.
Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 55,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories. The firm is committed to helping more people achieve financially what is most important to them.
The Edward Jones website is at http://www.edwardjones.com, and its recruiting website is http://www.careers.edwardjones.com. Member SIPC.
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