Gary Don Massingill

Advisor at Edward Jones — Plainview, TX W 5th Street

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Plainview, TX 79072-0208

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gary Massingill is a financial advisor with Edward Jones in Plainview, Texas, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Massingill serves on the boards of Hale County Hospital Authority and the Plainview Industrial Foundation, which focuses on recruiting new businesses to the area. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

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

Plainview, TX W 5th Street

2101 W 5th Street

Plainview TX 79072-0208

Advisors at this office

4

Most active in

Texas

Work history

28 years of industry experience

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

1998 - Present • 28 years

Waco, TX

Disclosures

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

Business activities & affiliations

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J Patrick M

Series 63, Series 66

Plainview, TX

Edward Jones

J Patrick Manning is a financial advisor with Edward Jones in Plainview, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner in Triple M Property Group, an LLC established to purchase real estate for a future branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets, operates a large network of advisors and branches, and provides both discretionary and non-discretionary advisory services under a fiduciary standard.

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

Regan M

CFP®, Series 66

Plainview, TX

Edward Jones

Regan Manning is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Outside of his advisory role, he is involved as president of Westridge Water Corporation and is a part owner or partner in several local property management ventures in Plainview, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
user avatar

Quintin T

Series 66

Plainview, TX

Edward Jones

Quintin Thompson is a Series 66-credentialed financial advisor with four years at Edward Jones and a total of three years in the industry. His prior experience includes roles in education with the Lubbock-Cooper ISD and Slaton ISD, as well as positions at Neighborhood Credit Union and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branches.

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

Megan D

Series 66

Plainview, TX

Edward Jones

Megan Dunn is a Series 66-licensed financial advisor with Edward Jones in Plainview, TX, where she has worked since 2015 and has 11 years of industry experience. She serves as a board member of the Tulia Child Development Center and as a director for the Plainview Area United Way. Dunn is also involved in agricultural partnerships and ventures alongside her husband. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Lezlie H

Series 66

Plainview, TX

Edward Jones

Lezlie Hukill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent 14 years at Wayland Baptist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

John B

CFP®, Series 63, Series 65

Plainview, TX

Ameriprise

John Bertsch is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as a financial advisor at Ameriprise, where he has worked since 2022. Prior to Ameriprise, he held roles at LPL Financial and Investment Centers of America, Inc. He serves on the Board of Directors for Ports To Plains and also works as a wealth advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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