SeeBITDAOklahoma

Edward Jones

Finance and insurance
  • 8801 S Yale Ave, Tulsa, OK
  • Since 1995
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Some signs of a sale

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 31 years (since 1995)

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

What they do

Todd Barker is a financial advisor at Edward Jones in Tulsa, OK, accepting new clients with $250,000 plus. Focus areas include entrepreneurs and business owners, business retirement plans, charitable giving, and retirement savings strategies.

Products & services
Business Retirement PlansCharitable GivingValues and Faith Based InvestingRetirement Savings StrategiesEstate & Legacy Strategies
Markets served
Entrepreneurs & Business Owners
Service area
Tulsa, OK
Certifications
CFP®AAMS®

From the company's website. Industry: Finance and insurance.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edward Jones
this business
$1.1M$439K—
David Haugen - Ameriprise Financial Services, LLC
Tulsa
$1.1M$439K0.0 mi
Lorianne Williams
Tulsa
$1.1M$439K0.0 mi
Silo Mortgage
Tulsa
$1.1M$439K0.0 mi
Mike Purzner - Financial Advisor, Ameriprise Financial Services, Llc
Tulsa
$1.1M$439K0.0 mi
Council Oak Wealth Advisors
Tulsa
$1.1M$439K0.0 mi
COWA, LLC
Tulsa · 5 employees
$2.6M$918K0.0 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 industry3×
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

  • TB
    Todd Barker
    Financial Advisor · Company website · source
  • JT
    Janna Tenzythoff
    Sr. Branch Office Administrator · Company website · source
  • BG
    Becky Gaffney
    Sr. 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

Edward Jones is a finance and insurance company in Tulsa, Oklahoma, in business since 1995. 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?
The owner of Edward Jones isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Edward Jones make?
SeeBITDA estimates 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 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 Edward Jones founded?
Edward Jones has been in business since 1995.