Brandon Lovell

Advisor at Edward Jones

Updated today

Location

Lake Jackson, TX 77566-5903

Credentials

CFP®, Series 66

Industry experience

11 years

About

Brandon Lovell is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He also serves as a Chief Petty Officer in the U.S. Navy Reserve, a position he has held since 2011. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through 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

Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Military & Veterans

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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

115 N Dixie Dr Suite 420

Lake Jackson, TX 77566-5903

Most active in

Texas

Work history

Edward Jones

2015 - Present (11 years)

U.S. Navy Reserve

2011 - Present (15 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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Debra Rosenthal Ritter is a CFP® with 36 years of industry experience, currently serving at Retirement Management Systems. Her prior roles include positions at Geneos Wealth Management Inc, Capital Asset Advisory Services, LLC, WFG Investments, Inc., and RosRit Financial Group, LLC. Outside of advisory work, she is involved in home care services plan sales. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm uses risk-based model portfolios developed with LSA Portfolio Analytics and serves a high number of clients with substantial assets under management.

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Ricky M

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Angleton, TX

Arkadios Wealth Advisors

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Michael D

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Michael Degan is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Appreciation Financial, Bluebell Construction, and Team Velocity Marketing. Outside of his advisory role, he is involved in insurance and annuity sales as a field sales associate. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for about 4,000 clients.

Private / alternative investments
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Jeremy V

Series 66

Angleton, TX

Arkadios Wealth Advisors

Jeremy Vernor is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at Arkadios Wealth Advisors since 2021 and previously worked at Sagepoint Financial and The Oak Financial Group. Vernor is a board member and finance committee chair of the Brazoria County Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, portfolio reporting, and financial planning, supported by an internal portfolio team that delivers models, strategies, and trade execution across diverse asset classes.

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Andrew C

Series 63, Series 65

Angleton, TX

Arkadios Wealth Advisors

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Shelby M

Series 63, Series 66

Angleton, TX

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Shelby Moore is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Arkadios Wealth Advisors in 2021, Moore worked at SagePoint Financial and The Oak Financial Group. Outside of finance, Moore owns Wild Rose Ranch, a horse stable business operated by his daughter. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a multi-strategy approach that includes fundamental, technical, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
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