Bruce John Byrne

Advisor at Edward Jones — Cibolo, TX

Updated today

Credentials

Series 66

Experience

2 years

Location

Cibolo, TX 78108

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Bruce Byrne is a financial advisor with Edward Jones in Cibolo, Texas, holding a Series 66 designation and two years of industry experience. He has served in the Air Force since 2000 and holds a public office as a member of the City Council in Marion, Texas. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable investors. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management

Occupation focus

Military & Veterans Founder/Business Owner

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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

See office

Cibolo, TX

113 Rodeo Way Ste 124

Cibolo TX 78108

Advisors at this office

1

Most active in

Texas

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Air Force

2000 - Present • 26 years

Cibolo, TX

Disclosures

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

Business activities & affiliations

Justin A

Series 65

San Antonio, TX

Sagespring Wealth Partners

Justin Allen is a Financial Advisor with SageSpring Wealth Partners, where he helps individuals, families, and business owners make confident financial decisions through comprehensive planning and investment management. Justin believes financial advice should be understandable. Rather than relying on jargon or complicated strategies, he takes the time to educate clients on how their financial lives fit together—from investing and retirement planning to taxes, insurance, estate planning, and income distribution. His goal is for every client to understand not only what they're doing, but why they're doing it. As an independent, fee-based advisor, Justin works as a fiduciary, building investment portfolios and financial plans tailored to each client's unique goals. He believes that good financial planning extends well beyond investment performance. Coordinating taxes, retirement income, risk management, healthcare decisions, estate planning, and behavioral coaching are all critical pieces of helping clients achieve long-term financial success. Justin serves clients throughout Texas and across the country. He has a particular passion for helping retirees, pre-retirees, professionals, and business owners navigate life's biggest financial decisions with clarity and confidence. Outside of the office, Justin enjoys spending time with his wife, Abbie, golfing, hunting, fishing, and exploring the outdoors.

Retirement income strategy Social Security optimization Roth conversion strategy Retired Self-Employed Founder/Business Owner Approaching retirement Retired

Steven H

CFP®, Series 63, Series 66

San Antonio, TX

Fidelity

Steven Hart is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has developed over 27 years of experience in the financial industry, focusing on creating and maintaining comprehensive financial plans tailored to the unique needs of his clients. Steven emphasizes the importance of communication and personal relationships in effectively assisting clients with their financial goals. His career at Fidelity Investments includes roles such as Senior Relationship Officer, Financial Planning Consultant, Investment Solutions Representative, and Brokerage Trading Representative. This extensive experience has contributed to his expertise in financial consulting and client relationship management. Steven holds an insurance license in Texas and Arkansas. Outside of his professional work, Steven enjoys activities such as biking, cooking, photography, and traveling.

Wealth management Retirement income strategy General tax planning General estate planning guidance
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Michael R

Series 66

New Braunfels, TX

Russell Advisory Group, Inc

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner

Kevin F

CFP®

New Braunfels, TX

Force Acres, LLC

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Military & Veterans Gen X (Born 1965-1980)
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Bryan S

Series 65

Cibolo, TX

Definitive Advisor Group, LLC.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

General retirement planning Income planning Wealth management Debt management Cash flow / budgeting
user avatar

Robert G

San Antonio, TX

Gunn & Co Asset Management Inc

Robert Gunn is the principal advisor at Gunn & Co Asset Management Inc in San Antonio, TX, with 45 years of industry experience. He has led Gunn & Company Incorporated since 1980. Outside of advisory services, he serves as president of several affiliated entities and is a general partner of a Texas limited partnership. Gunn & Company Asset Management Inc provides asset management services to individuals, high-net-worth clients, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies, including hedging and leverage, tailoring advice and implementation to each client’s financial situation and risk tolerance.

Options & derivatives strategies Real estate investing
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