Regan Manning

Advisor at Edward Jones

Updated today

Location

Plainview, TX 79072-0208

Credentials

CFP®, Series 66

Industry experience

9 years

About

Regan Manning is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Covenant Health Plainview for ten years. Outside of his advisory role, Manning serves as president of Westridge Water Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer 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

2101 W 5 Th Street

Plainview, TX 79072-0208

Most active in

Texas

Work history

Edward Jones

2016 - Present (10 years)

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

J Patrick M

Series 63, Series 66

Plainview, TX

Edward Jones

J Patrick Manning is a financial advisor with Edward Jones in Plainview, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner in Triple M Property Group, an LLC established for purchasing real estate for a future branch. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Quintin T

Series 66

Plainview, TX

Edward Jones

Quintin Thompson is a financial advisor with Edward Jones in Plainview, TX, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked in various roles within the education and financial sectors, including positions at Lubbock-Cooper ISD, Slaton ISD, Neighborhood Credit Union, Wells Fargo, and Booker ISD. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Megan D

Series 66

Plainview, TX

Edward Jones

Megan Dunn is a Series 66-licensed financial advisor with Edward Jones in Plainview, TX, where she has worked since 2015 and has 11 years of industry experience. She serves as a board member of the Tulia Child Development Center and as a director for the Plainview Area United Way. Dunn is also involved in agricultural partnerships and ventures alongside her husband. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar

Lezlie H

Series 66

Plainview, TX

Edward Jones

Lezlie Hukill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent 14 years at Wayland Baptist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

John B

CFP®, Series 63, Series 65

Plainview, TX

Ameriprise

John Bertsch is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as a financial advisor at Ameriprise, where he has worked since 2022. Prior to Ameriprise, he held roles at LPL Financial and Investment Centers of America, Inc. He serves on the Board of Directors for Ports To Plains and also works as a wealth advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Gary M

Series 63, Series 66

Plainview, TX

Edward Jones

Gary Massingill is a financial advisor with Edward Jones in Plainview, TX, holding Series 63 and Series 66 registrations and over 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves on the boards of the Hale County Hospital Authority and the Plainview Industrial Foundation and is involved in local agricultural activities, including selling cattle and hay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities including a trust company and proprietary mutual funds.

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