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Jason J

Series 65

Jacksboro, TX

Johnson, Jason L.

Jason Johnson is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Johnson, Jason L., an independent firm based in Jacksboro, TX. In addition to his advisory role, Johnson is an associate professor in the Department of Agricultural Economics at Texas A&M University. The firm provides discretionary and non-discretionary investment management primarily to high-net-worth individuals and select business or institutional clients. It employs a research-driven, macro-aware investment process that combines fundamental and technical analysis with a core indexed approach, maintaining a small, tailored client roster with flexible billing options including a performance-based fee.

Active portfolio management Tax-loss harvesting University Employee
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David M

Series 66

Jacksboro, TX

Edward Jones

David Mc Whorter is a financial advisor with Edward Jones in Jacksboro, TX, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for First National Bank Albany/Breckenridge from 2012 to 2017. Outside of his advisory role, he assists his mother in managing their family ranch and consults with the hired employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of thousands of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kenneth I

Series 66

Jacksboro, TX

LPL Financial

Kenneth Isbell is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with AFLAC and operates Victory Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Loyd B

Series 63

Jacksboro, TX

LPL Financial

Loyd Bouldin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked for Ameriprise Financial Services Inc. for 21 years before joining LPL Financial in 2019. Bouldin operates a DBA under Bouldin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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