Edward Jones - Financial Advisor: Robyn Havener, AAMS®
- Heather PearceRegistered Branch Associate Trainee · Company website
- Karen KennedySr. Branch Office Administrator · Company website
- Tina VratilSr. 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
Robyn Havener is a financial advisor at Edward Jones in Broken Arrow, OK, offering financial guidance with a focus on retirement savings, business owners, estate and legacy planning, new investors, divorce finances and intergenerational planning.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Robyn Havener, AAMS® this business | $1.1M | — |
| Derby Insurance Solutions Broken Arrow | $815K | 0.0 mi |
| Broken Arrow Provision Insurance Broken Arrow | $815K | 0.0 mi |
| BLACKIE GIBSON INSURANCE AGENCY INC. Broken Arrow · 9 employees | $2.1M | 0.0 mi |
| Arvest Bank Broken Arrow | $1.8M | 0.1 mi |
| MidFirst Bank Broken Arrow | $1.8M | 0.1 mi |
| Western Union Broken Arrow | $1.1M | 0.3 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: Robyn Havener, AAMS®
Edward Jones - Financial Advisor: Robyn Havener, AAMS® is a finance and insurance company in Broken Arrow, 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: Robyn Havener, AAMS®?
- Edward Jones - Financial Advisor: Robyn Havener, AAMS® 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: Robyn Havener, AAMS® make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Robyn Havener, AAMS®'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: Robyn Havener, AAMS® 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: Robyn Havener, AAMS® founded?
- Edward Jones - Financial Advisor: Robyn Havener, AAMS® has been in business since 1995.
- Is Edward Jones - Financial Advisor: Robyn Havener, AAMS® 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.