Paden Lynch
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hondo, TX 78861
Credentials
Series 66
Industry experience
6 years
About
Paden Lynch is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 designation. He has worked at Edward Jones since 2019 and previously held roles at Double L Lodges LLC and Cecil Atkission Motors. Lynch is also a managing member of Double L Lodges LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and 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
Fee options
$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)
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
701 19 Th Street
Hondo, TX 78861
Most active in
Paden L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2019 - Present (7 years)
Double L Lodges LLC
2018 - 2018 (1 year)
Cecil Atkission Motors
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Christopher V
Series 63, Series 65
Hondo, TX
Raymond James Financial
Christopher Van Stavern is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boerne, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including prior roles at Ameriprise and Investment Professionals, Inc. He is also a partner at OLS Property Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, often supporting clients in an advisory capacity rather than through discretionary management.
Daniel D
Series 63, Series 66
Hondo, TX
Edward Jones
Daniel Dailey is a financial advisor with Edward Jones in Hondo, Texas, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains office rental properties in Castroville and Hondo, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions, corporations, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering both discretionary and non-discretionary investment strategies.
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