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Jeffrey Cade

Advisor at Edward Jones

Updated today

Location

Paris, TX 75460

Credentials

Series 63, Series 66

Industry experience

31 years

About

Jeffrey Cade is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he holds gas royalties with Apache Corp. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

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

2807 Clarksville St

Paris, TX 75460

Most active in

Texas

Work history

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

1994 - Present (32 years)

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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Samuel S

Series 63, Series 66

Paris, TX

Benjamin F. Edwards & Company, Inc.

Samuel Smeed is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Cetera Investment Services, Community National Bank and Trust, and Charles Schwab. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory and investment management services using both firm-developed and third-party strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Marissa A

Series 66

Paris, TX

Edward Jones

Marissa Archer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior work experience includes roles in retail and automotive sectors, as well as time spent as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Jill C

Series 66

Paris, TX

Edward Jones

Jill Cobb is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Benjamin F Edwards & Co from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors and 15,000 branch offices nationwide.

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

Jarred A

Series 66

Paris, TX

Edward Jones

Jarred Archer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Campbell's Company and Mars. 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 nationwide network of financial advisors and branch offices.

Divorce financial planning Attorney
user avatar

Joshua W

Series 66

Paris, TX

Edward Jones

Joshua Williams is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at USHealth Group, Farmers Bank & Trust, and First Financial Bank. He has also worked in the hospitality sector, including roles at Abilene Country Club and Four Seasons Golf and Sports Club. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Ryan L

Series 63, Series 66

Paris, TX

Edward Jones

Ryan Lassiter is a financial advisor with Edward Jones in Paris, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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