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Blayne Davis

Advisor at Edward Jones

Updated today

Location

Stamford, TX 79553

Credentials

Series 66

Industry experience

5 years

About

Blayne Davis is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2020. Prior to his current role, he worked at Mumford ISD for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

108 South Swenson

Stamford, TX 79553

Most active in

Texas

Work history

Edward Jones

2020 - Present (6 years)

Mumford ISD

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joe M

Series 63, Series 66

Stamford, TX

Edward Jones

Joe Mc Means is a financial advisor at Edward Jones in Stamford, TX, holding Series 63 and Series 66 designations with 25 years of industry experience, all with Edward Jones since 2001. He serves as treasurer and board member for Stamford Goodfellows and participates in the Stamford Art Foundation board. Mc Means is also involved in church finance leadership as president of the finance committee at St. John's Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica V

Series 66

Stamford, TX

Raymond James Financial

Jessica Vaughan is a financial advisor at Raymond James Financial Services with a Series 66 designation and six years of industry experience. Prior to joining Raymond James, she worked at Oreana Communications and Fleishman Hillard. In addition to her advisory role, she is involved in several family-owned businesses including a cattle operation, a construction company, and a commercial real estate firm, and serves as a director for the Community Foundation of Stamford. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding and risk profiling, with a significant portion of assets managed on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Gary D

Series 63, Series 66

Stamford, TX

Raymond James Financial

Gary Decker is a financial advisor with Raymond James Financial Services Advisors Inc. in Stamford, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones Investments for 24 years. Outside of advising, he is involved in various business ventures including owning a cattle ranch, a construction company, and a fitness center, and he is active in nonprofit and community organizations such as founding the Grand Theatre of Stamford and serving as Vice President of the Stamford Hospital District board. Raymond James Financial Services Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often supporting clients in an advisory and implementation role rather than through discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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