John Mark Brown

Advisor at Edward Jones — Yoakum, TX Lott

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Yoakum, TX 77995

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

John Brown is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

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

Yoakum, TX Lott

311 Lott

Yoakum TX 77995

Advisors at this office

1

Most active in

Texas

Work history

31 years of industry experience

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

1994 - Present • 32 years

Yoakum, 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

Kenneth M

Series 63, Series 65

Sweet Home, TX

Mitchell Group Delaware LLC

Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Annuities
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Minor S

CFP®, Series 63

Yoakum, TX

Sunbelt Securities, Inc.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.

College savings (529s, UTMA, etc.) General tax planning Wealth management Active portfolio management
user avatar

Eric B

Series 63, Series 65

Hallettsville, TX

AE Wealth Management, LLC

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been involved with AE Wealth Management since 2024 and has prior experience at Institutional Securities Corp and TEAM Retirement Solutions LLC, where he serves as a managing partner. Outside of his advisory work, Bludau is a part owner of Bludau Ranches LP and acts as trustee for family trusts established for his sons. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical methods and supports advisors through sub-advisory and model-licensing arrangements.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Michael S

Series 63, Series 65

Hallettsville, TX

Integrity Alliance, LLC

Michael Scardino is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 32 years of experience in the industry, with prior roles at Lion Street Financial and as owner of Scardino Insurance and Financial Services Inc. He also owns Generations Wealth Advisors, LLC, where he serves as a financial advisor. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party manager platforms.

Annuities ESG / Sustainable investing
user avatar

Kurt S

Series 66

Hallettsville, TX

Integrity Alliance, LLC

Kurt Scardino is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has seven years of industry experience, including roles at Lion Street Advisors and Cardinal Health. Outside of advising, he owns Generations Wealth Advisors, which offers insurance and financial planning services, and serves as a member of the Weimar City Council. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm provides portfolio management and financial planning through a network of over 300 advisors managing approximately $5.4 billion in assets, offering a range of discretionary and non-discretionary investment solutions.

Annuities ESG / Sustainable investing
user avatar

Freeman J

Series 66

Hallettsville, TX

Cetera

Freeman James is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. His prior roles include positions at ICA Group Wealth Management, LLC and LPL Financial LLC. He also serves as a notary public in addition to his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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