David Lynn Layman

Advisor at Edward Jones — Joshua, TX N Broadway

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Joshua, TX 76058

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

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

See office

Joshua, TX N Broadway

205 N Broadway

Joshua TX 76058

Advisors at this office

2

Most active in

Texas

Work history

28 years of industry experience

Edward D. Jones & CO., L.P.

1998 - Present • 28 years

Joshua, TX

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

Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
user avatar

Louis P

Series 65

Cresson, TX

Presley Capital Management, LLC

Louis Presley is the sole advisor at Presley Capital Management, LLC, an independent firm based in Cresson, TX. He holds a Series 65 designation and has 18 years of industry experience, having founded and operated Presley Capital Management since 2008. Outside of his advisory role, he serves as managing member and operations manager of Mustang Lending LLC, a real estate business. Presley Capital Management provides investment advisory and financial planning services, primarily implementing portfolios through third-party money managers. The firm serves clients including trusts, estates, charitable organizations, and business clients, using a combination of fundamental, technical, and cyclical analysis while maintaining client assets with independent custodians.

Income planning General tax planning Cash flow / budgeting
user avatar

Ian P

Series 65, Series 63

Burleson, TX

Financial Serenity, LLC

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, Texas, holding Series 65 and Series 63 licenses with six years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary portfolio management, financial planning, and behavior-focused financial coaching serving individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes long-term, fundamental allocation models and offers distinct service lines including financial coaching addressing behavioral issues, along with no-fee educational seminars and a subscription coaching program called “Real Money Talk.”

Christian Faith Based
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Scott F

Series 66

Mansfield, TX

Parker Wealth Group, LLC

Scott Francis is a financial advisor with Parker Wealth Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones, Ameriprise Financial Services, HFG Wealth Management, and SWMG. He serves on the boards of two non-investment-related organizations in Huntsville, TX. Parker Wealth Group, LLC offers fee-based financial planning and portfolio management for individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach combining charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives while acting in a fiduciary capacity for retirement accounts.

Wealth management General retirement planning General estate planning guidance Founder/Business Owner Retired
user avatar

Johnny P

CFP®, Series 63

Mansfield, TX

Parker Wealth Group, LLC

Johnny Parker is a CFP® with 21 years of industry experience. He is currently with Parker Wealth Group, LLC, where he has worked since 2023, and has prior experience at Synergy Securities and the CPA firm Parker & Richardson, P.C. Outside of financial advising, he is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and CFO of Victory Telecom, Inc. Parker Wealth Group, LLC provides fee-based financial planning and portfolio management services to individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach using charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives and acting in a fiduciary capacity for retirement accounts.

Wealth management General retirement planning General estate planning guidance Founder/Business Owner Retired
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