David Mc Whorter

Advisor at Edward Jones

Updated today

Location

Jacksboro, TX 76458

Credentials

Series 66

Industry experience

7 years

About

David Mc Whorter is a Series 66 licensed financial advisor with Edward Jones in Jacksboro, TX, with seven years of industry experience. He previously worked at First National Bank Albany/Breckenridge for five years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in ranching, helping his mother manage her ranch and consulting with her employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions through a large network of financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning

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

910 N Main, Ste A

Jacksboro, TX 76458

Most active in

Texas

Work history

Edward Jones

2018 - Present (8 years)

Unemployed

2017 - 2018 (1 year)

First National Bank Albany/Breckenridge

2012 - 2017 (5 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

Jason J

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.

Active portfolio management Tax-loss harvesting University Employee
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Kenneth I

Series 66

Jacksboro, TX

LPL Financial

Kenneth Isbell is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with AFLAC insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Loyd B

Series 63

Jacksboro, TX

LPL Financial

Loyd Bouldin is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He worked at Ameriprise Financial Services from 1998 to 2019 before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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