Trevor Mccarley

Advisor at Edward Jones

Updated today

Location

Trinity, TX 75862

Credentials

CFP®, Series 66

Industry experience

7 years

About

Trevor McCarley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior roles include positions at LPL Financial, JayKay Wealth Advisors, Wells Fargo Bank, and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a co-owner of a family timber property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused Values-based investing Intergenerational Families

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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

146 S Robb St

Trinity, TX 75862

Most active in

Texas

Work history

Edward Jones

2025 - Present (1 year)

LPL Financial

2021 - 2025 (4 years)

JayKay Wealth Advisors, Inc.

2021 - 2025 (4 years)

Wells Fargo Bank

2020 - 2021 (1 year)

WELLS FARGO Advisors, LLC

2017 - 2020 (3 years)

Randstad USA LLC

2017 - 2018 (1 year)

Carter Advisory Services

2016 - 2016 (1 year)

Texas A&M University Department of Animal Science

2014 - 2017 (3 years)

Full Time Student

2007 - 2017 (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

Chester H

Series 63, Series 65

Trinity, TX

Ameritas Advisory Services, LLC

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a long tenure at Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2002. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired

Don E

Series 63, Series 65

Trinity, TX

Edward Jones

Don Evans is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he has involvement in oil and gas royalties in Lake Charles, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

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