Sweetwater, TX Office

Team
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Mutual Advisors, LLC logo

Mutual Advisors, LLC

Multi-team

Firm-wide stats for Mutual Advisors, LLC

Total advisors

153

Across 88 offices

Clients per advisor

64 Typical

Avg AUM per client

$916,008 High

HNW client ratio

23% Typical

About

Mutual Advisors, LLC serves a broad client mix that includes individual investors (both non‑HNW and high net worth), trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. Its Form ADV describes a range of services including asset management, financial planning and consulting, ERISA plan advisory & consulting, selection of third‑party money managers, sub‑advisory and wrap‑fee programs.

The firm provides advisory services on both discretionary and non‑discretionary bases and manages portfolios using a blend of active and passive strategies with an emphasis on diversification and alignment to each client’s stated objectives. Its IARs use multiple analytical approaches — including technical, fundamental, charting, relative‑strength and Modern Portfolio Theory — and the firm deploys third‑party tools such as a risk‑tolerance platform and a direct‑held account platform to tailor allocations for accounts like 401(k)s, 403(b)s, 529 plans and variable annuities.

Compared with many multi‑team peers, Mutual Advisors is notable for the scale and breadth of its institutional work — managing roughly $9.45 billion across 154 advisors — and for serving less common institutional types, including sovereign wealth fund clients. The ADV also discloses operational features that distinguish its offering: use of an Outsource Insurance Desk (OID) for annuity access, relationships with third‑party managers and TAMPs, and an affiliated broker‑dealer, all of which shape the firm’s service mix and are documented in its disclosures.

Based on Mutual Advisors, LLC

Expertise

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance

Based on Mutual Advisors, LLC

Occupation focus

Founder/Business Owner

Based on Mutual Advisors, LLC

Location

110 E. Broadway Street

Sweetwater TX 79556

Advisors at this office

4

Advisors at this office

user avatar

Brody J

Series 65

Sweetwater, TX

Mutual Advisors, LLC

Brody Jasso is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Mutual Advisors, he worked at DMI Wealth Management & Insurance Solutions and has experience in education and youth fitness through roles at New Covenant Academy, My GYM, Abilene Christian University, and Snyder High School. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm provides asset management and consulting services using a combination of active and passive strategies, supported by various analytical approaches and third-party tools, and is noted for its significant institutional work and specialized operational features.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Mark G

Series 65

Sweetwater, TX

Mutual Advisors, LLC

Mark Garcia is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Mutual Advisors since 2018 and concurrently operates an insurance agency, D-MAC Services, LLC. Garcia also serves as the president of the Sweetwater Independent School District board. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through a combination of active and passive strategies tailored to client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Jeremy D

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

Jeremy Dodd is a CFP® certificant with 26 years of experience in the financial services industry. He has worked at Mutual Advisors, LLC since 2017 and previously spent 14 years with Investment Centers Of America, Inc. Outside of his advisory role, he serves as a deacon responsible for media and public relations at the 4th Elm Church of Christ and holds board positions with the Sweetwater Chamber of Commerce and Sweetwater Education Foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies, employing multiple analytical approaches and third-party tools to tailor investment allocations, and is notable for its significant institutional business including sovereign wealth fund clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

John M

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

John Mcpherson is a CFP® professional with 23 years of experience in the financial services industry. He has been with Mutual Advisors, LLC since 2017 and has prior experience at Investment Centers of America and Mutual Securities, Inc. Outside of advising, he is an insurance agent and serves on a church committee in Sweetwater, TX. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm offers a range of advisory services using both active and passive strategies with a focus on diversification and client alignment, supported by multiple analytical approaches and specialized platforms.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
View complete list of advisors at this office
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