Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS®
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
Edward Jones financial advisor Zak Dyer, CFP®, AAMS®, based at 111 E Lee Ave in Sapulpa, OK, offering financial planning focused on charitable giving, retirement income, estate and legacy strategies, college savings, and retirement savings.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS® this business | $1.1M | — |
| Michael R Casselman Sapulpa | $1.1M | 0.0 mi |
| Lon T Jackson Agency Inc Sapulpa | $806K | 0.0 mi |
| REBECCA LAFEVERS STATE FARM AGENCY INC Sapulpa · 6 employees | $1.5M | 0.1 mi |
| Farmers Insurance - Steve Grogan Sapulpa | $806K | 0.1 mi |
| American Heritage Bank Sapulpa | $70.3M | 0.1 mi |
| BOONE INSURANCE AGENCY, INC. Sapulpa · 3 employees | $678K | 0.2 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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $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 | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| 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
People & advisors
Leadership
- TFTina Francisco-FettySr. Branch Office Administrator · Company website · source
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
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: Zak Dyer, CFP®|AAMS®
Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS® is a finance and insurance company in Sapulpa, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS®?
- Edward Jones - Financial Advisor: Zak Dyer, CFP®|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: Zak Dyer, CFP®|AAMS® make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS®'s annual revenue at about $1.1M (likely between $443K 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: Zak Dyer, CFP®|AAMS® worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS® founded?
- Edward Jones - Financial Advisor: Zak Dyer, CFP®|AAMS® has been in business since 1995.
- Is Edward Jones - Financial Advisor: Zak Dyer, CFP®|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.