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Nicholas M
CFP®, Series 66
Pauls Valley, OK
HBW Advisory Services LLC
Nicholas Mitchell is a CFP® professional with 12 years of industry experience, currently serving at HBW Advisory Services LLC. His prior work includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. He is also a passive owner of Daycation Senior Activity Center, an adult day center for the elderly. HBW Advisory Services manages approximately $1.75 billion in client assets, providing a range of financial planning, asset management, and consulting services to individuals, families, businesses, and institutional clients. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it is notable for its high client load per advisor and its institutional and intermediary service roles.
Gregory H
Series 63, Series 66
Pauls Valley, OK
Edward Jones
Gregory Hendrix is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he manages a small cattle and hog farm in Pauls Valley, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branch offices.
Jasen A
Series 66
Pauls Valley, OK
Edward Jones
Jasen Agee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Agee is involved in an art gallery event center in Pauls Valley, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets.
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