Jesse Jackson Deaver Jr.

Advisor at Edward Jones — Southlake, TX E State Highway 114

Updated today

Credentials

Series 66

Experience

2 years

Location

Southlake, TX 76092

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,134 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jesse Deaver Jr. is a financial advisor at Edward Jones in Southlake, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Cox Automotive and Arizona Public Service, and has additional experience in both public service and transportation sectors. Outside of his advisory role, he serves as a basketball referee for middle and high school games in the Fort Worth area. 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 options supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Family Business Multi-generational wealth transfer Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

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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

Southlake, TX E State Highway 114

2102 E State Highway 114, Suite 215

Southlake TX 75092-0000

Advisors at this office

8

Most active in

Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

Keller, TX

Cox Automotive

2023 - 2024 • 1 year

Phoenix, AZ

Arizona Public Service (APS)

2021 - 2023 • 2 years

Phoenix, AZ

Arizona Department of Economic Security (DES)

2017 - 2021 • 4 years

Phoenix, AZ

Kforce

2017 - 2017 • 1 year

Phoenix, AZ

Knight Transportation

2016 - 2017 • 1 year

Phoenix, AZ

Brigham Young University Idaho

2013 - 2016 • 3 years

Rexburg, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

Auri Wealth Advisors

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired

Devin T

Series 65

Dallas, TX

Artham Advisors

Devin is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Executive Founder/Business Owner Established Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Mass Mutual Investors Services. He is also engaged in insurance life and annuity sales as an agent and owner. Fusion Investment Advisors (Coppell Advisory Solutions LLC) provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad range of investment tools and employs both fundamental and technical analysis to implement tailored, actively managed investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Madison L

Series 63, Series 66

Southlake, TX

Fidelity

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Wealth management General retirement planning Social Security optimization General estate planning guidance Tax-loss harvesting Financial Professional

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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