John J. Friday

Advisor at Edward Jones — Pilot Point, TX

Updated today

Credentials

Series 63, Series 66

Experience

38 years

Location

Pilot Point, TX 76258

Edward Jones logo

Edward Jones

Institution

Total advisors

24,313

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

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

Pilot Point, TX

10279 Fm 455 Suite 800

Pilot Point TX 76258

Advisors at this office

1

Most active in

Texas

Work history

38 years of industry experience

Edward Jones

2009 - Present • 17 years

St. Louis, MO

Chase Investment Services Corp.

2005 - 2009 • 4 years

Charles Schwab

1999 - 2003 • 4 years

Dallas, 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

Russell W

Series 65

Denton, TX

Boggs Wallace Wealth Partners LLC

Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He also serves as the CFO of Altius Healthcare Management LLC and operates an accounting practice. Boggs Wallace Wealth Partners LLC offers discretionary portfolio management and integrated financial planning services for individual clients, including both high-net-worth and non-HNW accounts, with no minimum account size. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and technical analysis to implement long- and short-term investment strategies across diverse asset classes.

Wealth management Private / alternative investments
user avatar

Michael A

Series 63, Series 65, Series 66

Denton, TX

Red Tree Investments

Michael Allison is the sole advisor at Red Tree Investments with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at MDX Wealth Management. Outside of his advisory role, Allison owns Texas Investment Training LLC, which provides training to Texas municipalities on public funds investment regulations and related topics. Red Tree Investments offers fee-based advisory and portfolio management services to individuals and various institutional clients, including retirement plans and local governments. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, REITs, and ETFs, and provides pension consulting and municipal services, including fiduciary roles under ERISA, within a single-advisor structure.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Todd F

CFP®, Series 63, Series 66

Prosper, TX

Stonecreek Private Wealth, LLC

Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.

Passive / index investing
user avatar

Roderick R

Series 65

Celina, TX

Finance.vet LLC

Roderick Roberts II is the sole advisor at Finance.vet LLC, holding a Series 65 designation with one year of experience. His prior work includes roles at C4 Constructors LLC and Beauty Bakerie Cosmetics Brand, Inc. Finance.vet LLC provides internet-based discretionary portfolio management primarily for U.S. veterans, military retirees, and military-connected families, employing an ETF-first investment approach with a focus on options-income and digital-asset strategies. The firm offers an optional advisory service distinct from its educational technology platform and operates a partner-funded cohort model to reduce fees for eligible clients.

Retirement income strategy Options & derivatives strategies Tax-loss harvesting Military & Veterans

Molly L

CFP®, CFA®

Celina, TX

Laughter Financial

I'm Molly Laughter, founder of Laughter Financial, an independent, fee-only fiduciary financial planning and investment management firm based in Celina, Texas, just north of Dallas. I work best with women who have built, inherited, or suddenly become responsible for significant wealth. Many are navigating the loss of a spouse, divorce, an inheritance, or retirement. Others have simply reached a point where they're ready for a trusted financial partner to help manage the details. Even with substantial savings, it's natural to wonder: Do I have enough? Am I making the right decisions? Can I really afford the life I want? As a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ professional, I combine sophisticated financial analysis with a deeply personal approach. I believe financial advice should be understandable, thoughtful, and tailored to the life you actually want to live. My passion for financial education began in an elective money class at my all-girls high school. That experience sparked a lifelong commitment to helping women feel informed and empowered about their finances. Outside of work, my husband and I are raising two young children on our five-acre property, Marple House, alongside our donkeys, chickens, and ducks. Life on the farm is a wonderful reminder that money is a tool for building a meaningful life, not the destination itself. Although I'm based in North Texas, I enjoy working virtually with women throughout the United States. My goal is to help you feel secure in what you've built and confident enough to enjoy it.

Inherited wealth Widow/Widower Women Professionals Baby Boomers (Born 1946-1964)
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Quinn S

CFP®, Series 63

Denton, TX

P38 Enterprises, Inc.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Annuities Options & derivatives strategies Real estate investing
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