SeeBITDAOklahoma

Edward Jones - Financial Advisor: Todd Barker

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
Leadership
Edward D. Jones, Sr.
Founder · source
Likely to sell
Owner-run. We haven't found a manager besides the owner. Buyers usually pay less when a business depends on its owner.

How we got $1.3M

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

A typical financial advisors 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 named

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

Todd Barker is a financial advisor with Edward Jones, accepting new clients with $250,000 plus, with a focus on entrepreneurs and business owners, retirement, charitable giving, and estate planning.

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

From the company's website. Industry: Financial advisors.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edward Jones - Financial Advisor: Todd Barker
this business
$1.1M$439K—
Edward Jones - Financial Advisor: Doyle Denny
Broken Arrow
$1.1M$439K0.0 mi
Arko Benefits Group
Broken Arrow
$806K$310K0.0 mi
Western Union
Broken Arrow
$1.1M$439K0.0 mi
LendNation
Broken Arrow
$1.1M$439K0.0 mi
REASORS #914
Broken Arrow
$1.1M$439K0.1 mi
RCB Bank
Broken Arrow
$1.9M$863K0.1 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 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 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: Todd Barker

Edward Jones - Financial Advisor: Todd Barker is a financial advisors 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 $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Edward Jones - Financial Advisor: Todd Barker?
Edward Jones - Financial Advisor: Todd Barker 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: Todd Barker make?
SeeBITDA estimates Edward Jones - Financial Advisor: Todd Barker'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: Todd Barker 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: Todd Barker founded?
Edward Jones - Financial Advisor: Todd Barker has been in business since 1995.
Is Edward Jones - Financial Advisor: Todd Barker 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.