Edward Jones - Financial Advisor: Phillip Suarez
- Paula KoelschSr. Branch Office Administrator · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
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
Phillip Suarez is a financial advisor at Edward Jones in Bethany, OK, focused on intergenerational planning, retirement income strategies, portfolio reviews, and retirement savings strategies. The page says he is accepting new clients with $500,000 plus.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Phillip Suarez this business | $1.1M | — |
| Shelter Insurance - Aaron Ruiz Bethany | $815K | 0.0 mi |
| Edward Jones Bethany | $1.1M | 0.0 mi |
| Dodson Insurance Solutions Bethany | $815K | 0.0 mi |
| ACCESS FINANCIAL GROUP INC Bethany · 6 employees | $1.8M | 0.0 mi |
| Phillip Suarez Bethany | $1.1M | 0.0 mi |
| Moneytree Investments, Llc. Bethany | $1.1M | 0.1 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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance 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) | Finance and insurance (52) |
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: Phillip Suarez
Edward Jones - Financial Advisor: Phillip Suarez is a finance and insurance company in Bethany, 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 $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Edward Jones - Financial Advisor: Phillip Suarez?
- Edward Jones - Financial Advisor: Phillip Suarez 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: Phillip Suarez make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Phillip Suarez'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: Phillip Suarez worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Edward Jones - Financial Advisor: Phillip Suarez founded?
- Edward Jones - Financial Advisor: Phillip Suarez has been in business since 1995.
- Is Edward Jones - Financial Advisor: Phillip Suarez 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.