SeeBITDAOklahoma

Edward Jones - Financial Advisor: Mitch Egger

Estimated valueLow confidence
$1.0M
$334Klikely range$1.6M
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Edward D. Jones, Sr.
Founder · source
Likely to sell
Owner-run. We haven't found a manager besides the owner. Buyers usually pay less when a business depends on its owner.

How we got $1.0M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical financial advisors business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$435K
× 2.3 sale multiple = value$1.0M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Likely to sell

  • In business 31 years (since 1995)
  • Founder still runs it after 31 years
  • No family successor named on its website

From public records and the company's website, not a statement that it's for sale.

What they do

Edward Jones financial advisor Mitch Egger has an office at 118 NW 4th Street in Guymon, OK, offering financial advice to individuals and clients who want an introductory consultation, a strategy review, to open an account, or help with a major financial event.

Products & services
Introductory ConsultationReview my current strategyOpen an accountHelp with a major financial event
Service area
Guymon, OK

From the company's website. Industry: Financial advisors.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edward Jones - Financial Advisor: Mitch Egger
this business
$1.1M$435K—
Mitch Egger
Guymon
$1.1M$435K0.1 mi
GUARANTY ABSTRACT & TITLE COMPANY OF GUYMON, OKLAHOMA
Guymon · 10 employees
$3.1M$909K0.1 mi
Sun Loan Company
Guymon
$1.1M$435K0.1 mi
LONG & MCKINNON, INC.
Guymon · 6 employees
$1.4M$445K0.1 mi
KEN LANE INSURANCE AGENCY, INC.
Guymon · 5 employees
$1.1M$360K0.2 mi
Wayne Johnson - State Farm Insurance Agent
Guymon
$815K$313K0.2 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.0M
Multiple for this size and industry2.3×
Value range$334K – $1.6M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$441K – $1.4M
EBITDA range$181K – $585K
Industry (NAICS)Portfolio Management and Investment Advice (523940)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Edward Jones - Financial Advisor: Mitch Egger

Edward Jones - Financial Advisor: Mitch Egger is a financial advisors company in Guymon, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).

Common questions

Who owns Edward Jones - Financial Advisor: Mitch Egger?
Edward Jones - Financial Advisor: Mitch Egger is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
How much revenue does Edward Jones - Financial Advisor: Mitch Egger make?
SeeBITDA estimates Edward Jones - Financial Advisor: Mitch Egger's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Edward Jones - Financial Advisor: Mitch Egger worth?
About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
When was Edward Jones - Financial Advisor: Mitch Egger founded?
Edward Jones - Financial Advisor: Mitch Egger has been in business since 1995.
Is Edward Jones - Financial Advisor: Mitch Egger for sale?
There's no public listing, but it shows signs that often come before a sale: in business 31 years (since 1995); founder still runs it after 31 years; no family successor named on its website.