Advisors at this firm
Daniel W
Series 66
Fort Worth, TX
Thirteen Twenty-Two Advisors
Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Caribe Producers. He is also involved in a tax preparation and bookkeeping business affiliated with his firm. Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning services, participating in various LPL Financial–sponsored advisory programs. The firm employs multiple analytical approaches and utilizes model portfolios and separately managed accounts, serving clients with discretionary trading authority and retirement plan advisory needs.
John M
Series 65
Fort Worth, TX
Thirteen Twenty-Two Advisors
John Morrison is a financial advisor at Thirteen Twenty-Two Advisors with three years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and Trust Land Office. Outside of advising, he owns The Morrison Firm, a real estate brokerage, and holds ownership interests in multiple business entities, including J2 Asset Management and Confluence Exchange LLC. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, advising retirement plans and utilizing a variety of analytical strategies. The firm employs discretionary trading authority and conducts due diligence on third-party advisers, often implementing strategies through LPL Financial platforms.
Randall S
Series 63, Series 66
Fort Worth, TX
Thirteen Twenty-Two Advisors
Randall Sloan is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Merrill, Thrivent Financial, Charles Schwab, and TD Ameritrade. Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning services, participating in various LPL Financial–sponsored advisory programs. The firm uses multiple analytical approaches and may refer clients to third-party money managers while documenting investment policy statements and typically seeking discretionary trading authority.
Joseph B
CFP®, CFA®, Series 63, Series 66
Fort Worth, TX
Thirteen Twenty-Two Advisors
Joseph Brownback is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently serves as an advisor at LPL Financial and is a partner at Thirteen Twenty-Two Tax Consultants, a firm providing tax planning, preparation, and bookkeeping services. Brownback is also a board member of Brownback Ministries, a nonprofit organization based in Fort Worth, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Kelly F
ChFC®, Series 63, Series 65
Fort Worth, TX
Thirteen Twenty-Two Advisors
Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Thirteen Twenty-Two Advisors in 2026, she worked at LPL Financial starting in 2015. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, serving clients through multiple LPL Financial–sponsored advisory programs. The firm employs various analytical strategies and may refer clients to third-party money managers while documenting investment policies and typically seeking discretionary trading authority.
Heather B
Series 66
Fort Worth, TX
Thirteen Twenty-Two Advisors
Heather Bridges is a financial advisor with LPL Financial based in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. She has been associated with LPL Financial since 2017 and is also involved with Thirteen Twenty-Two Advisors and H.R. Bridges Agency, LLC, an insurance agency she operates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team, combining large-scale advisory operations with insurance and annuity product sales through affiliated agencies.
Jonathan B
CFP®, Series 63, Series 66
Fort Worth, TX
Thirteen Twenty-Two Advisors
Jonathan Bridges is a CFP® with 20 years of industry experience, currently serving at Thirteen Twenty-Two Advisors. He has been with the firm since 2012 and is also involved in tax preparation and insurance through Bridges & Brownback and H.R. Bridges Agency, respectively. In addition to his financial roles, he engages in public speaking activities. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, utilizing a variety of analytical approaches and advisory programs through LPL Financial. The firm works with retirement plans, employs discretionary trading strategies, and may refer clients to third-party money managers.