user avatar

John Reed

Advisor at 1 Timothy 6 V 7 LLC

Updated today

Location

Longview, TX

Credentials

Series 65

Industry experience

3 years

About

John Reed is a financial advisor at 1 Timothy 6 V 7 LLC with a Series 65 designation and three years of industry experience. He has worked in education as a teacher at Henderson High School since 2022 and previously at Chapel Hill High School. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and financial planning.

Client services

Based on 1 Timothy 6 V 7 LLC

Financial planning Portfolio management

Expertise

Based on 1 Timothy 6 V 7 LLC

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies

Occupation focus

Based on 1 Timothy 6 V 7 LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning and consulting services; may be fixed fees up to $20,000 annually; $750 flat fee generally for retirement plan sponsors.

Percentage

$0+: up to 1.25% annually (maximum annual fee) N/A - N/A: Class A Interests: 0.125% per quarter (approx. 0.5% annually) management fee on JC Technical Command Fund N/A - N/A: Class B Interests: 0.625% per quarter (approx. 2.5% annually) management fee on JC Technical Command Fund

Project-based

$120 per hour for financial planning and consulting services.

Performance-based

Performance-based fees for JC Technical Command Fund Class A interests: 20% incentive allocation of net new profits.

Other

Fee-only: Fee-only basis for advisory services; no commissions charged by Timothy.

Location

Longview, TX

Most active in

Texas

Work history

Henderson High School

2022 - Present (4 years)

1 Timothy 6 V 7, LLC

2021 - Present (5 years)

Chapel Hill High School

2020 - 2022 (2 years)

Ameripak Foods

2018 - 2019 (1 year)

Creative Food Concepts

2016 - 2018 (2 years)

Juicero

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

user avatar

Tucker K

Series 65

Overton, TX

Pistol Hill Capital

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

Wealth management Real estate investing

Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
user avatar

Andrew A

Series 66

Longview, TX

Rose Wealth, LLC

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach centers on strategic asset allocation, incorporating dollar-cost averaging and technical analysis, and utilizes external turnkey asset management platforms and selected sub-advisors.

Annuities
user avatar

Abigail W

CFP®, Series 65

Longview, TX

Naviant Partners, LLC

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Annuities
user avatar

Grant J

Series 66

Longview, TX

Rose Wealth, LLC

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")