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John Edgecomb

Advisor at LPL Financial

Updated today

Location

Gonzales, TX

Credentials

Series 63, Series 65

Industry experience

45 years

About

John Edgecomb is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates and Merrill. Outside of financial advising, he owns Edgecomb Automotive Restoration, a business focused on automotive restoration. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Gonzales, TX

Most active in

Texas

Work history

LPL Financial

2025 - Present (1 year)

Raymond James & Associates

2017 - 2025 (8 years)

Merrill

1980 - 2017 (37 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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Jay R

CFP®, CFA®, Series 63

Nickel, TX

Inspire Advisors, LLC

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

ESG / Sustainable investing
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Brian F

CFP®, Series 66

Gonzales, TX

Prospera Financial Services, inc.

Brian Fees is a CFP® professional with 18 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2007. He is based in Gonzales, TX. Outside of his advisory role, Fees spends time providing taxidermy services through a nonprofit organization focused on quail habitat, dedicating several hours weekly outside normal business hours. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through multiple platforms and customizable portfolio solutions.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Alex W

Series 66

Gonzales, TX

Edward Jones

Alex Webster is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Chuck Nash. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Dane K

Series 66

Gonzales, TX

Edward Jones

Dane King is a Series 66-licensed financial advisor with Edward Jones, based in Gonzales, TX, and has 12 years of industry experience. He has been with Edward Jones since 2013. 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. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

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