Ty J Andrew

Advisor at Edward Jones — Stephenville, TX S Virginia St

Updated today

Credentials

Series 66

Experience

10 years

Location

Stephenville, TX 76401-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Wealth management

Occupation focus

Founder/Business Owner

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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

See office

Stephenville, TX S Virginia St

310 S Virginia St

Stephenville TX 76401-0000

Advisors at this office

3

Most active in

Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

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

Cole P

Series 66

Stephenville, TX

Southwestern Advisory Group LLC

Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Parks serves on the board of the Stephenville Economic Development Foundation and the Stephenville Independent School District, and is a member of the Texas Association of School Boards Legislative Advisory Council as well as the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC provides advisory services to individuals, trustees, small businesses, non-profits, corporations, and retirement plans. The firm offers a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program, portfolio management, and access to separately managed accounts, combining fundamental and technical analysis with a range of investment techniques including options and derivatives where appropriate.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Michael T

Series 63, Series 66, Series 65

Stephenville, TX

Simplicity wealth

Michael Tucker is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at IPA Financial Services, Inc, Tucker Financial Services, LLC, The Leaders Group, and Horter Investment Management. Outside of advisory services, Tucker raises and sells cutting horses at his Tucker Ranch in Stephenville, TX. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm implements a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
user avatar

Cary S

Series 66

Stephenville, TX

Momentum Independent Network Inc.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Savanna H

Series 65

Stephenville, TX

CWM, LLC

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ronald B

Series 63, Series 66

Bluff Dale, TX

Kestra Advisory

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Pamela D

Series 63, Series 65

Stephenville, TX

CWM, LLC

Pamela Densmore is a financial advisor with CWM, LLC in Stephenville, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at BMY Wealth, Summit Financial & Insurance Services, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Girard Securities. CWM, LLC is an SEC-registered investment adviser serving a diverse clientele including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary management using model portfolios supported by an Investment Committee and combines multiple investment strategies and tools, with a particular focus on retirement plan and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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