JWA Financial Group, Inc.

Description

Address: 6200 Lyndon B Johnson Fwy # 180, Dallas, TX 75240 Phone: (972) 661-3355: : : : Website: Place name: Category: : : Own this business?

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JWA Financial Group, Inc. Employees

Employee
Years
Job
Industry
Tiffany Finney-Johnson, CFP® Tiffany Finney-Johnson, CFP® Dallas/Fort Worth Area Details
Tiffany Finney-Johnson, CFP®'s JWA Financial Group, Inc. Experience 2008 - 2012
Job Director of Financial Planning at New Dimensions Wealth Management
Industry Financial Services
Experience
New Dimensions Wealth Management, LLC.   2012 - Present
JWA Financial Group, Inc.   2008 - 2012
JWA Financial Group, Inc.   2007 - 2007
JWA Financial Group, Inc.   2005 - 2006
Select-A-Seat   2002 - 2005

Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Asset Managment, Investment Management, Portfolio Management, Retirement Planning, Retirement, Financial Advisory, Investment Advisory, Wealth Management..., Wealth Preservation..., Certified Financial..., Finance, Wealth, Financial Planners, Personal Finance, Investment Strategies

Education
Texas Christian University

Texas Tech University
Master of Science

Texas Tech University - Rawls College of Business
Bachelor of Business Administration

Fort Worth Christian

Chris Thom, CFP® Chris Thom, CFP® Orlando, Florida Area Details
Chris Thom, CFP®'s JWA Financial Group, Inc. Experience September 2011 - September 2012
Job Vice President, Portfolio Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2014 - Present
Charles Schwab  October 2012 - March 2014
JWA Financial Group, Inc.   September 2011 - September 2012
USAA  September 2009 - September 2011
USAA  May 2008 - September 2009
USAA  July 2007 - May 2008
USAA  March 2006 - July 2007
First Texas Financial Services   July 2005 - March 2006
TAI Financial Services, Inc.   February 1999 - June 2005

Skills
Wealth Management, Asset Management, Financial Planning, Sales Management, Insurance, Strategic Financial..., Asset Managment, High Net Worth..., Series 24, Series 7, Retirement Planning, Life Insurance, Financial Planners, Financial Services, Wealth Management..., Wealth, Investments, Financial Advisory, Equities

Education
Texas Tech University   1992 — 1996
BBA, Marketing

Prattville High School, AL   1991 — 1992
Diploma

Frankfurt American High School (Germany)   1989 — 1991

Brittany Farris Brittany Farris Austin, Texas Area Details
Brittany Farris's JWA Financial Group, Inc. Experience September 2007 - May 2010
Job Director of Operations | Stone Asset Management, Austin, TX | Experience, Local, FeeOnly Advice
Industry Financial Services
Experience
Stone Asset Management, Inc.   June 2010 - Present
JWA Financial Group, Inc.   September 2007 - May 2010
Francis Financial, Inc.   June 2007 - September 2007

Education
Texas Tech University   2004 — 2007
BS, Personal Financial Planning

Paul Ferris Paul Ferris Dallas, Texas Details
Paul Ferris's JWA Financial Group, Inc. Experience 2012 - Present
Job Marketing Intern JWA Financial Group Inc.
Industry Financial Services
Experience
United States Air Force  May 2012 - Present
JWA Financial Group, Inc.   2012 - Present

Skills
Marketing Strategy, Social Media Marketing, Management, Social Skills, Marketing Research, Public Speaking, Computer Proficiency, Piloting

Education
Texas A&M University   2008 — 2012
Bachelor of Science (BS), Agricultural Communication/Journalism

Texas A&M University   2008 — 2012
Bachelor of Science, Agricultural Leadership and Development

Capernwray Bible School (New Zealand)   2006 — 2007
Biblical Certificate, Topical Studies and Books of the Bible

Micky Reeves Micky Reeves Dallas/Fort Worth Area Details
Micky Reeves's JWA Financial Group, Inc. Experience September 2008 - June 2013
Job Office Director & Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  September 2008 - Present
JWA Financial Group, Inc.   September 2008 - June 2013
USAA  January 2004 - August 2008
ICMA Retirement Corporation  February 2000 - January 2004

Education
Texas A&M University   1993 — 1997
BS, Industrial Distribution

James Madison High School

Zac Beckerley, CFP® Zac Beckerley, CFP® Frisco, Texas Details
Zac Beckerley, CFP®'s JWA Financial Group, Inc. Experience January 2008 - June 2011
Job Director, Financial Services at Botsford Financial Group
Industry Financial Services
Experience
Botsford Financial Group   July 2011 - Present
Texas A&M University-Commerce  May 2011 - May 2014
JWA Financial Group, Inc.   January 2008 - June 2011
Amicus Financial Advisors   September 2007 - December 2007
GameStop  December 2006 - December 2007

Skills
Investments, Strategic Financial..., Financial Planners, Series 7, Finance, Series 63, FINRA, Wealth Management, Securities, Investment Advisory, Asset Allocation, Retirement Planning, Mutual Funds

Education
Texas Tech University   2006 — 2007
Masters of Science, Personal Financial Planning

Texas Tech University   2002 — 2006
Bachelors of Science, Human Development and Family Studies

Lance Alston Lance Alston Dallas/Fort Worth Area Details
Lance Alston's JWA Financial Group, Inc. Experience September 2002 - September 2008
Job President at New Dimensions Wealth Management, LLC
Industry Financial Services
Experience
New Dimensions Wealth Management, LLC.   January 2010 - Present
On Sabbatical  September 2008 - January 2010
JWA Financial Group, Inc.   September 2002 - September 2008

Skills
Wealth Management, Strategic Financial..., Asset Allocation, Investments, Estate Planning, Financial Advisory, Asset Management, Retirement Planning, Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Retirement, Mutual Funds, Finance, Wealth

Education
George Mason University   1992 — 1998
MA, Economics

The University of Texas at Austin   1980 — 1984
Bachelor, International Business

Michael Cochran, CFP® Michael Cochran, CFP® Dallas/Fort Worth Area Details
Michael Cochran, CFP®'s JWA Financial Group, Inc. Experience January 2007 - September 2007
Job Portfolio Manager
Industry Financial Services
Experience
Frost Investment Advisors  June 2014 - Present
Kanaly Trust Company  June 2011 - August 2013
Kanaly Trust Company  September 2007 - June 2011
JWA Financial Group, Inc.   January 2007 - September 2007

Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Investment Advisory, Mutual Funds, Finance, Asset Allocation, Tax, Estate Planning, Strategic Financial..., Bloomberg Terminal, Performance Reporting, Microsoft Excel, Certified Financial..., Financial Analysis, Financial Planning

Education
Texas Christian University - M.J. Neeley School of Business   2013 — 2015
Professional MBA

Texas A&M University   2012 — 2013
Graduate Certificate in Advanced International Affairs

Texas Tech University   2002 — 2006
BS, Personal Financial Planning

Nolan Catholic High School

Doug McCulley Doug McCulley Dallas/Fort Worth Area Details
Doug McCulley's JWA Financial Group, Inc. Experience June 2012 - June 2013
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management  July 2013 - Present
JWA Financial Group, Inc.   June 2012 - June 2013
USAA  October 2009 - June 2012
USAA  May 2004 - September 2009

Education
The University of Texas at Arlington   1997 — 1999
Bachelor's degree, Economics

Joy Gonyaw Joy Gonyaw Dallas/Fort Worth Area Details
Joy Gonyaw's JWA Financial Group, Inc. Experience April 2003 - June 2013
Job Operations Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  April 2003 - Present
JWA Financial Group, Inc.   April 2003 - June 2013

Education
The Criswell College