Edward Jones - Financial Advisor: Katie McKinney
- Callie CastorBranch Office Administrator · Company website
- Bobbi HollidayBranch 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
Edward Jones financial advisor Katie McKinney serves clients with $250,000 plus from her office at 801 Main Street, Woodward, OK, and lists focus areas including entrepreneurs and business owners, farmers and ranchers, and retirement income strategies.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Katie McKinney this business | $1.1M | — |
| H&R Block Woodward | $1.1M | 0.0 mi |
| BENBROOK INSURANCE AGENCY, INC Woodward · 5 employees | $1.0M | 0.1 mi |
| BENBROOK LOANS LLC Woodward · 3 employees | $822K | 0.1 mi |
| Continental Credit Woodward | $1.1M | 0.1 mi |
| Omni Financial Group Woodward | $806K | 0.1 mi |
| FIGLEY SALZ & CO, INC Woodward · 4 employees | $1.4M | 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 Portfolio Management and Investment Advice 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) | Portfolio Management and Investment Advice (523940) |
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: Katie McKinney
Edward Jones - Financial Advisor: Katie McKinney is a financial advisors company in Woodward, 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: Katie McKinney?
- Edward Jones - Financial Advisor: Katie McKinney 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: Katie McKinney make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Katie McKinney'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: Katie McKinney worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- When was Edward Jones - Financial Advisor: Katie McKinney founded?
- Edward Jones - Financial Advisor: Katie McKinney has been in business since 1995.
- Is Edward Jones - Financial Advisor: Katie McKinney 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.