Gavin Webster

Advisor at Edward Jones

Updated today

Location

Independence, KS 67301

Credentials

CFP®, Series 66

Industry experience

8 years

About

Gavin Webster is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Edward Jones in Independence, KS. His career includes prior roles at Textron Aviation and teaching positions at Baker University. Edward Jones is a full-service wealth management firm with a nationwide network of over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

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

112 W Laurel St. Suite A

Independence, KS 67301

Most active in

Kansas · Texas

Work history

Edward Jones

2017 - Present (9 years)

Textron Aviation

2016 - 2016 (1 year)

Edward Jones

2015 - 2017 (2 years)

Baker University

2014 - 2017 (3 years)

Baker University

2013 - 2017 (4 years)

Disclosures

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

Business activities & affiliations

Gregg W

Series 63, Series 66

Independence, KS

Edward Jones

Gregg Webster is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers multiple advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Kendall C

Series 66

Independence, KS

Edward Jones

Kendall Carroll is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Carroll worked in educational roles including 14 years at USD 446 Independence School District and shorter tenures at Four County Mental Health and USD 445 Coffeyville School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Teresa L

Series 66

Independence, KS

Edward Jones

Teresa Lewis is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 1996. She is based in Independence, KS, and has over 30 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managed under a fiduciary standard, and supports clients through a nationwide network of over 23,700 financial advisors.

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

Robert M

CFP®, Series 63

Independence, KS

Edward Jones

Robert Miller is a financial advisor at Edward Jones with 43 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC from 2009 to 2022. Outside of his advisory role, he owns multiple rental properties and an office building which he rents to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive

Jason R

Series 63, Series 66

Independence, KS

Edward Jones

Jason Rutledge is a financial advisor with Edward Jones in Independence, KS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and manages rental properties, including a home rented to his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Sam H

Series 66

Independence, KS

Edward Jones

Sam Hilger is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at Textron and the University of Kansas Endowment. Outside of finance, he serves as a tennis coach for the USD 446 education system. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Engineering Professional
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