SeeBITDAOklahoma

Edward Jones - Financial Advisor: Angela Vetrano

Finance and insurance
  • 9300 South Penn, Suite A, Oklahoma City, OK
  • Since 1995
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Edward D. Jones, Sr.
Founder · source
Likely to sell

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$435K
× 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

Angela Vetrano is a Financial Advisor with Edward Jones in Oklahoma City, OK, offering financial planning focused on retirement income, portfolio reviews, estate and legacy strategies, and related areas, and is accepting new clients with $250,000 plus.

Products & services
Retirement Income StrategiesPortfolio ReviewsEstate & Legacy StrategiesEntrepreneurs & Business OwnersIntergenerational PlanningBusiness Retirement Plans
Markets served
Entrepreneurs & Business Owners
Service area
Oklahoma City, OK
Certifications
CFP® (CERTIFIED FINANCIAL PLANNER®)CEPA® (Certified Exit Planning Advisor®)

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edward Jones - Financial Advisor: Angela Vetrano
this business
$1.1M$435K—
Goosehead Insurance - Mickey Dollens Agency
Oklahoma City
$1.6M$535K0.0 mi
Edward Jones - Financial Advisor: Bryan M Dean, AAMS®
Oklahoma City
$1.1M$435K0.0 mi
Regional Finance
Oklahoma City
$1.1M$435K0.1 mi
Bancfirst
Oklahoma City
$1.8M$813K0.1 mi
WALGREENS #3643
Oklahoma City
$1.1M$435K0.2 mi
Tinker Federal Credit Union
Oklahoma City
$1.8M$813K0.2 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 industry3×
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: Angela Vetrano

Edward Jones - Financial Advisor: Angela Vetrano is a finance and insurance company in Oklahoma 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: Angela Vetrano?
Edward Jones - Financial Advisor: Angela Vetrano 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: Angela Vetrano make?
SeeBITDA estimates Edward Jones - Financial Advisor: Angela Vetrano'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: Angela Vetrano 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: Angela Vetrano founded?
Edward Jones - Financial Advisor: Angela Vetrano has been in business since 1995.
Is Edward Jones - Financial Advisor: Angela Vetrano 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.