Katie Bartmann - Edward Jones
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
Katie Bartmann is a financial advisor with Edward Jones in Weatherford, OK, accepting new clients of all asset levels. Her focus areas include retirement savings and income strategies, entrepreneurs and business owners, charitable giving, farmers and ranchers, and inheritance guidance.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Katie Bartmann - Edward Jones this business | $1.1M | — |
| World Finance Weatherford | $1.1M | 0.0 mi |
| Maverick Finance Weatherford | $1.1M | 0.0 mi |
| Quick Loans Weatherford | $1.1M | 0.0 mi |
| GAVAN BYRD INSURANCE AGENCY, INC Weatherford · 6 employees | $1.4M | 0.1 mi |
| WEST OAK COMMODITIES INC Weatherford · 3 employees | $3.7M | 0.1 mi |
| BancFirst Weatherford | $1.9M | 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 | $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
- MLMissy LawBranch 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 Katie Bartmann - Edward Jones
Katie Bartmann - Edward Jones is a finance and insurance company in Weatherford, 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 Katie Bartmann - Edward Jones?
- Katie Bartmann - Edward Jones is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
- How much revenue does Katie Bartmann - Edward Jones make?
- SeeBITDA estimates Katie Bartmann - Edward Jones'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 Katie Bartmann - Edward Jones 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 Katie Bartmann - Edward Jones founded?
- Katie Bartmann - Edward Jones has been in business since 1995.
- Is Katie Bartmann - Edward Jones 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.