Ricky Estes II

Advisor at Edward Jones

Updated today

Location

Burleson, TX 76028-3948

Credentials

Series 66

Industry experience

7 years

About

Ricky Estes II is a financial advisor with Edward Jones in Burleson, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles outside finance, including positions at Crestmont Baptist Church and Smoothie King. 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 programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Values-based investing Religious/faith focused

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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

312 E Renfro St Ste 103

Burleson, TX 76028-3948

Most active in

Texas

Work history

Edward Jones

2019 - Present (7 years)

Crestmont Baptist Church

2016 - 2018 (2 years)

Smoothie King

2015 - 2019 (4 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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General retirement planning Income planning Wealth management Tax-loss harvesting Life insurance needs analysis
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