Edward Jones - Financial Advisor: Trey Thee III
- Kim DavidsonSr. Branch Office Administrator · Company website
- Harley QuallsSr. Branch 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 Trey Thee III, MBA, CFP®, offers financial planning services from an office at 318 West Macarthur St, Shawnee, OK. The page lists focus areas including energy industry professionals, information technology professionals, entrepreneurs and business owners, and physicians.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- Mercy Hospital Oklahoma City, Inc. · Ada, 61 mi · $948.2M
- Integris South Oklahoma City Hospital Corporation · Oklahoma City, 13 mi · $358.5M
- MCBRIDE CLINIC, INC. · Oklahoma City, 13 mi · $288.2M
- Integris Health · Oklahoma City, 17 mi · $170.6M
- XPRESS WELLNESS URGENT CARE, LLC · Oklahoma City, 9 mi · $169.8M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Trey Thee III this business | $1.1M | — |
| Connor R Holman Midwest City | $1.1M | 0.0 mi |
| Tinker Federal Credit Union Midwest City | $1.8M | 0.1 mi |
| 7-ELEVEN / SUNOCO #41452 Midwest City | $1.1M | 0.1 mi |
| Bank of Oklahoma Midwest City | $1.8M | 0.1 mi |
| Western Union Midwest City | $1.1M | 0.2 mi |
| CALLEN INSURANCE LLC Midwest City · 3 employees | $1.1M | 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 | $435K – $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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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
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: Trey Thee III
Edward Jones - Financial Advisor: Trey Thee III is a finance and insurance company in Midwest City, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Edward Jones - Financial Advisor: Trey Thee III?
- Edward Jones - Financial Advisor: Trey Thee III 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: Trey Thee III make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Trey Thee III's annual revenue at about $1.1M (likely between $441K 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: Trey Thee III worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Edward Jones - Financial Advisor: Trey Thee III founded?
- Edward Jones - Financial Advisor: Trey Thee III has been in business since 1995.
- Is Edward Jones - Financial Advisor: Trey Thee III 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.