Misti Callaway
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Whitney, TX 76692
Credentials
Series 63, Series 66
Industry experience
17 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Work history
Edward Jones
2024 - Present (2 years)
Edward Jones
2004 - 2024 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Noah D
Series 66
Hillsboro, TX
Edward Jones
Craig M
ChFC®, Series 63, Series 66
Whitney, TX
Edward Jones
Daniel C
CFP®, Series 63, Series 66
West, TX
Fidelity
Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, serving in roles including Financial Consultant and Portfolio Specialist. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and served as President of Texas Made Wealth, LLC from 2016 to 2021. Daniel has experience in multi-generational wealth planning, philanthropic planning, and wealth management. He has worked extensively with families to visualize and implement plans addressing long-term objectives such as retirement, funding college education, and wealth accumulation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daniel enjoys beach activities, family time, and parenthood.
Branden M
Series 63, Series 65
Hillsboro, TX
LPL Financial
Stuart R
Series 63, Series 65
Whitney, TX
Mass Mutual Investors Services
Kenneth M
Series 66
Clifton, TX
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")