Brandon Skipworth

Advisor at Edward Jones

Updated today

Location

Dumas, TX 79029-3219

Credentials

Series 66

Industry experience

16 years

About

Brandon Skipworth is a Series 66-licensed financial advisor with Edward Jones, based in Dumas, TX. He has 16 years of industry experience and has been with Edward Jones since 2009. 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, manages approximately $1.01 trillion in assets, and operates through a large network of financial advisors and branch offices nationwide.

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

507 E 1 St Street

Dumas, TX 79029-3219

Most active in

Texas

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

user avatar

Thomas R

Series 66

Dumas, TX

Edward Jones

Thomas Riseling is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. His work history includes multiple roles at Edward Jones and a brief position with Motor Yacht Adios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Laurence R

Series 63, Series 66

Dumas, TX

Edward Jones

Laurence Riseling III is a financial advisor with Edward Jones in Dumas, Texas. He holds Series 63 and Series 66 credentials and has 38 years of industry experience, having been with Edward Jones since 1987. Outside of his advisory role, he serves as president of the Pheasant Trails Men's Golf Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Robert B

Series 63, Series 66

Dumas, TX

Edward Jones

Robert Brinkmann Jr. is a financial advisor with Edward Jones in Dumas, Texas, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Brinkmann is a member and treasurer of the Dumas Economic Development Board and is involved as a joint owner in a business buyout entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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

Brenda C

Series 66

Dumas, TX

Cetera

Brenda Caballero is a Series 66-licensed financial advisor with Cetera, based in Dumas, Texas, and has eight years of industry experience. She has worked at Cetera since 2016 and previously spent three years with Brett Stegall State Farm. Outside of her advisory role, she serves on several local boards including the Dumas Moore County Chamber of Commerce and United Way of Moore County, and teaches ESL at Dumas Education & Social Ministries. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple program structures and affiliated entities providing model portfolios and retirement solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kason H

Series 66

Dumas, TX

Edward Jones

Kason Haggard is a financial advisor at Edward Jones in Dumas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Gerber Collision & Glass, Coach Neale's Hitting Facility, and Seeding Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Multi-generational wealth transfer Educators, Teachers, and Academics Religious/faith focused
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