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Jessica Vaughan

Advisor at Raymond James Financial

Updated today

Location

Stamford, TX 79553

Credentials

Series 66

Industry experience

5 years

About

Jessica Vaughan is a financial advisor at Raymond James Financial Services with a Series 66 designation and six years of industry experience. Prior to joining Raymond James, she worked at Oreana Communications and Fleishman Hillard. In addition to her advisory role, she is involved in several family-owned businesses including a cattle operation, a construction company, and a commercial real estate firm, and serves as a director for the Community Foundation of Stamford. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding and risk profiling, with a significant portion of assets managed on a non-discretionary basis.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

104 South Swenson

Stamford, TX 79553

Most active in

Texas

Work history

N/a

2023 - Present (3 years)

Raymond James Financial Services, Inc.

2020 - Present (6 years)

Oreana Communications

2016 - 2020 (4 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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Joe M

Series 63, Series 66

Stamford, TX

Edward Jones

Joe Mc Means is a financial advisor at Edward Jones in Stamford, TX, holding Series 63 and Series 66 designations with 25 years of industry experience, all with Edward Jones since 2001. He serves as treasurer and board member for Stamford Goodfellows and participates in the Stamford Art Foundation board. Mc Means is also involved in church finance leadership as president of the finance committee at St. John's Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Blayne D

Series 66

Stamford, TX

Edward Jones

Blayne Davis is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2020. Prior to his current role, he worked at Mumford ISD for six years. 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 and investment strategies, 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
user avatar

Gary D

Series 63, Series 66

Stamford, TX

Raymond James Financial

Gary Decker is a financial advisor with Raymond James Financial Services Advisors Inc. in Stamford, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones Investments for 24 years. Outside of advising, he is involved in various business ventures including owning a cattle ranch, a construction company, and a fitness center, and he is active in nonprofit and community organizations such as founding the Grand Theatre of Stamford and serving as Vice President of the Stamford Hospital District board. Raymond James Financial Services Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often supporting clients in an advisory and implementation role rather than through discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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