Krysta Huckabee

Advisor at Edward Jones

Updated today

Location

Lampasas, TX

Credentials

Series 66

Industry experience

3 years

About

Krysta Huckabee is a Series 66 licensed financial advisor with Edward Jones in Lampasas, TX, and has three years of industry experience. She previously worked at New York Life, Stoneledge Winery, ID Life, and AdvoCare. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Family Business Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner

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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

Lampasas, TX

Most active in

Texas

Work history

Edward Jones

2021 - Present (5 years)

New York Life

2020 - 2021 (1 year)

Stoneledge Winery

2020 - 2020 (1 year)

ID Life

2019 - 2020 (1 year)

AdvoCare

2013 - 2019 (6 years)

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

Mallory M

Series 63, Series 66

Lampasas, TX

Gateway Financial Advisors Texas, LLC

Mallory Moore is a financial advisor at Gateway Financial Advisors Texas, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Gateway Financial Advisors Texas in 2025, she worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2021 to 2025. Outside of finance, she manages Tres Playas Quarter Horses, LLC, a horse breeding business in Lampasas, TX. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with client goals and risk tolerance.

Divorce financial planning Cash flow / budgeting General tax planning
user avatar

Cally W

Series 66

Kempner, TX

First Command Advisory Services

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals

Timothy H

Series 66

Lampasas, TX

Edward Jones

Timothy Herning is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

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
user avatar

James S

CFP®, Series 66

Copperas Cove, TX

Edward Jones

James Stubbs is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a network of more than 23,700 financial advisors across the United States.

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

Mark S

CFP®, Series 66

Lampasas, TX

Edward Jones

Mark Storm is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Lampasas, TX. Outside of his advisory work, he is involved in sports officiating as a soccer referee with the Texas Association of Sports Officials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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