Advisor at Mutual Advisors, LLC
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.
Location
Sweetwater, TX 79556
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Jeremy Dodd is a CFP® with 26 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2017. He previously worked at Investment Centers of America, Inc. for 14 years and Mutual Securities, Inc. for one year. Outside of his advisory role, he is active in his community as a deacon involved in media and public relations at 4th Elm Church of Christ and serves on the executive board of the Sweetwater Chamber of Commerce. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a blend of passive and active investment strategies tailored to client objectives.
Based on Mutual Advisors, LLC
Financial Consultation Service may be quoted as a fixed fee based on project scope
$0+: Up to 2.00% annually, negotiable and may be fixed flat, tiered, or linear fee schedule $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, fees can be fixed flat or tiered $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting Services, negotiable, may be fixed flat, tiered, or linear
Available through related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; IARs do not receive advisory fees on these assets
Fees for consulting services may be based on hourly rates, percentage of assets, or flat fees depending on engagement
Minimum fee: May include a minimum quarterly fee, but it may be waived at the IAR's discretion Fee-only: Financial Consultation Service offered for a negotiated fixed fee or other fee arrangements; retainer up to $1,200 may be required
110 E. Broadway Street
Sweetwater, TX 79556
Texas
Mutual Advisors, Llc.
2017 - Present (9 years)
Mutual Securities, Inc.
2017 - 2018 (1 year)
Investment Centers Of America, Inc
2003 - 2017 (14 years)
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.
Is not active or affiliated with:
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 65
Sweetwater, TX
Mutual Advisors, LLC
Mark Garcia is a Series 65-licensed advisor at Mutual Advisors, LLC with seven years of industry experience. Prior to joining Mutual Advisors in 2018, he worked at Republic Services and Smart Move, LLC. In addition to his advisory role, Garcia serves as the president of the Sweetwater Independent School District Board. Mutual Advisors, LLC manages approximately $6.75 billion and serves over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.
CFP®, Series 63, Series 65
Sweetwater, TX
Mutual Advisors, LLC
John McPherson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2017. His prior experience includes 14 years at Investment Centers of America and involvement in mortgage and business ownership roles spanning over two decades. Outside of advising, he is active in his community as a committee member for First United Methodist Church in Sweetwater, TX. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and maintains relationships with a diverse client base, including sovereign wealth funds.
Series 63, Series 66
Sweetwater, TX
Edward Jones
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.
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