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
3 years
Location
Bullard, TX 75757
Edward Jones
Institution
Jake Waldrop is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Stryker for five years and Titan Orthopaedic Sales for fifteen years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large nationwide network 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.
Bullard, TX
214 W Main St
Bullard TX 75757
Advisors at this office
1
Texas
3 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
Stryker
2018 - 2023 • 5 years
Addison, TX
Titan Orthopaedic Sales
2003 - 2018 • 15 years
Addison, 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 66
Jacksonville, TX
L. J. Smith & Co LLC
Levi Smith is a financial advisor at L. J. Smith & Co LLC in Jacksonville, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Goldman Sachs and Cerity Partners LLC. L. J. Smith & Co. provides investment advisory services to individuals and high-net-worth clients, offering customized portfolio management and standalone financial planning. The firm employs fundamental analysis and modern portfolio theory with a long-term trading horizon and delivers periodic account reviews.
Series 63, Series 65
Flint, TX
BOYTER Financial Services
Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.
CFP®
Tyler, TX
Legacy Group
Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.
ChFC®, Series 63
Jacksonville, TX
Matt Montgomery
Matt Montgomery is the sole advisor and owner of his independent firm, Matt Montgomery, based in Jacksonville, Texas. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including over three decades at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as chairman of the board for a nonprofit focused on international ministries and acts as treasurer for a local church. Matt Montgomery provides discretionary portfolio management, financial planning, and access to advisor-managed model portfolios for individuals, small businesses, and retirement plans. His firm utilizes both fundamental and technical analysis, supported by third-party research and portfolio optimization tools, to manage accounts with a focus on risk tolerance and regular performance reviews.
Series 66
Tyler, TX
Murray Securities, Inc.
Hayden Brown is a Series 66-licensed advisor at Murray Securities, Inc. with three years of industry experience. Prior to joining Murray Securities, he worked at Tyler Valet and East Texas Supply. Outside of his advisory role, he has experience balancing work with his time as a student over the past decade. Murray Securities, Inc. provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management, along with broker-dealer services, and emphasizes documented investment policy statements and regular portfolio reviews.
Series 66
Tyler, TX
Murray Securities, Inc.
Gary Murray is a financial advisor with Murray Securities, Inc. based in Tyler, Texas. He holds a Series 66 designation and has 46 years of industry experience. Mr. Murray has been with Murray Traff Securities since 1985. Outside of his advisory role, he is a partner in Breathing Centers of Houston, a pulmonary rehabilitation center. Murray Securities, Inc. provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management and maintains dual registration as an SEC-registered investment adviser and FINRA-registered broker-dealer.
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