Jason Savage Blake

Advisor at Edward Jones — Sweetwater, TX

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Sweetwater, TX 79556

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jason Blake is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Sweetwater, TX

301 E Broadway

Sweetwater TX 79556

Advisors at this office

1

Most active in

Texas

Work history

27 years of industry experience

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

1998 - Present • 28 years

Sweetwater, TX

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

Brody J

Series 65

Sweetwater, TX

Mutual Advisors, LLC

Brody Jasso is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Mutual Advisors, he worked at DMI Wealth Management & Insurance Solutions and has experience in education and youth fitness through roles at New Covenant Academy, My GYM, Abilene Christian University, and Snyder High School. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm provides asset management and consulting services using a combination of active and passive strategies, supported by various analytical approaches and third-party tools, and is noted for its significant institutional work and specialized operational features.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Mark G

Series 65

Sweetwater, TX

Mutual Advisors, LLC

Mark Garcia is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Mutual Advisors since 2018 and concurrently operates an insurance agency, D-MAC Services, LLC. Garcia also serves as the president of the Sweetwater Independent School District board. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through a combination of active and passive strategies tailored to client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Jeremy D

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

Jeremy Dodd is a CFP® certificant with 26 years of experience in the financial services industry. He has worked at Mutual Advisors, LLC since 2017 and previously spent 14 years with Investment Centers Of America, Inc. Outside of his advisory role, he serves as a deacon responsible for media and public relations at the 4th Elm Church of Christ and holds board positions with the Sweetwater Chamber of Commerce and Sweetwater Education Foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies, employing multiple analytical approaches and third-party tools to tailor investment allocations, and is notable for its significant institutional business including sovereign wealth fund clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

John M

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

John Mcpherson is a CFP® professional with 23 years of experience in the financial services industry. He has been with Mutual Advisors, LLC since 2017 and has prior experience at Investment Centers of America and Mutual Securities, Inc. Outside of advising, he is an insurance agent and serves on a church committee in Sweetwater, TX. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm offers a range of advisory services using both active and passive strategies with a focus on diversification and client alignment, supported by multiple analytical approaches and specialized platforms.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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