Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Jacksboro, TX 76458
Edward Jones
Institution
David Mc Whorter is a financial advisor with Edward Jones in Jacksboro, TX, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for First National Bank Albany/Breckenridge from 2012 to 2017. Outside of his advisory role, he assists his mother in managing their family ranch and consults with the hired employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of thousands of advisors and branch offices.
Based on Edward Jones
$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)
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.
Jacksboro, TX
910 N Main, Ste A
Jacksboro TX 76458
Advisors at this office
1
Texas
8 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Unemployed
2017 - 2018 • 1 year
Albany, TX
First National Bank Albany/Breckenridge
2012 - 2017 • 5 years
Albany, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Jacksboro, TX
Johnson, Jason L.
Jason Johnson is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Johnson, Jason L., an independent firm based in Jacksboro, TX. In addition to his advisory role, Johnson is an associate professor in the Department of Agricultural Economics at Texas A&M University. The firm provides discretionary and non-discretionary investment management primarily to high-net-worth individuals and select business or institutional clients. It employs a research-driven, macro-aware investment process that combines fundamental and technical analysis with a core indexed approach, maintaining a small, tailored client roster with flexible billing options including a performance-based fee.
Series 66
Jacksboro, TX
LPL Financial
Kenneth Isbell is a financial advisor with LPL Financial in Jacksboro, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones from 2011 to 2018. He is also associated with AFLAC for non-variable insurance services in Jacksboro. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and diversified investment strategies.
Series 63
Jacksboro, TX
LPL Financial
Loyd Bouldin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He worked at Ameriprise Financial Services INC for 21 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a variety of management options and model portfolios supported by LPL Research and third-party providers.
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