JWA Financial Group, Inc.
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
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
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
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
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
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
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
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
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
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
Buckingham Family of Financial Services April 2003 - Present
JWA Financial Group, Inc. April 2003 - June 2013
Education
The Criswell College