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Credentials
Series 65
Experience Industry experience
19 years
Location
Jacksboro, TX
Johnson, Jason L.
Independent
Total advisors
1Clients per advisor
14 TypicalAvg AUM per client
$5,714,286 Very HighHNW client ratio
100% Very HighJason 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.
$120 per hour, negotiable
10% of net returns generated in the portfolio, calculated annually; client must have net worth of at least $2 million to qualify
Account minimum: $2,000,000 Minimum fee: Fixed fee plan: $2,500 quarterly ($10,000 annually), negotiable Fee-only: Hourly charge: $120 per hour, negotiable; Fixed fee: $10,000 annually (quarterly $2,500), negotiable; Performance-based fee: 10% of net returns, negotiable
Jacksboro, TX
Jacksboro TX
Advisors at this office
1
Texas
19 years of industry experience
Texas A&M university
1999 - Present • 27 years
San Angelo, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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
Jacksboro, TX
Edward Jones
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.
Series 66
Jacksboro, TX
LPL Financial
Kenneth Isbell is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with AFLAC and operates Victory Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad financial services network.
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 previously worked for Ameriprise Financial Services Inc. for 21 years before joining LPL Financial in 2019. Bouldin operates a DBA under Bouldin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.
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