Johan Wessels

Advisor at Edward Jones

Updated today

Location

Winnsboro, TX 75494-3222

Credentials

Series 66

Industry experience

5 years

About

Johan Wessels is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Bank, PNC Bank, and LifeWay Christian Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

200 S Main Street Suite A

Winnsboro, TX 75494-3222

Most active in

Texas

Work history

Edward Jones

2020 - Present (6 years)

BMO Harris Bank

2019 - 2020 (1 year)

PNC Bank

2019 - 2019 (1 year)

LifeWay Christian Resources

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert K

Series 63, Series 65

Winnsboro, TX

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Robert Kecseg is a financial advisor at Las Colinas Capital Management, LLC with 44 years of industry experience. He has been with Las Colinas Capital Management since 2007 and previously worked at First Research Financial for 25 years. He holds Series 63 and Series 65 designations. Las Colinas Capital Management provides investment management services to individuals, retirement accounts, qualified plans, trusts, and businesses. The firm manages value-oriented, bottom-up portfolios with an emphasis on individual security selection and hands-on research, including company visits and management interviews.

Active portfolio management
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Mark S

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Mount Vernon, TX

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Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.

Income planning Annuities Long-term care insurance Options & derivatives strategies
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Robert G

Series 65

Winnsboro, TX

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Robert Gomez is a Series 65-credentialed financial advisor at First Advisors National, LLC with 12 years of industry experience. He has held roles at AmFirst Financial, LLC, First American National Investment Advisors, LLC, Accelerated Business Strategies Trust, and Cornerstone Integrated Technologies, LP. Outside of his advisory work, he is involved in business consulting on a self-employed basis. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines tactical and strategic allocation with fundamental analysis and emphasizes manager selection and monitoring.

Passive / index investing

Darren S

Series 66

Winnsboro, TX

Edward Jones

Darren Swanner is a financial advisor with Edward Jones in Winnsboro, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Darren contributes to his local community by helping broadcast Winnsboro ISD sports events alongside his son. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregory M

Series 63, Series 66

Quitman, TX

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Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William H

Series 63, Series 66

Winnsboro, TX

Edward Jones

William Harrison is a financial advisor with Edward Jones in Winnsboro, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns farmland leased for cattle and hay near his homestead. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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