Skip to main content

  • Phone: 806.788.2807
  • Email: jswadvisorygroup@lpl.com
  • Client Login

  • Home
  • About
    • Firm & Mission
    • Commitment to Clients
    • Our Process
    • The Team
  • Services
    • Investment Planning
    • Retirement Planning
    • Business Planning
    • Estate Planning
    • College Planning
    • LPL Guided Wealth Portfolio
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
    • Weekly Commentary
    • Quarterly Insights
    • Featured LPL Research
    • Video Library
  • Blog
  • Contact

  1.  

  2.  

  3.  

Working Together to Create

Financial Freedom For You

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Contact Us

 

Previous

 

Next

About Us

       

Welcome to JSW Advisory Group

The JSW Advisory Group and its predecessor company was formed in 2006 with the goal of creating a wealth management platform that provides tailored investment advice to their clients. With over 92 combined years of experience in the financial services industry, we’re confident our advisory team can assist you and your family in all your planning needs. JSW Advisory Group is supported by the tremendous depth of expertise and capabilities of LPL Financial, the nation’s largest independent broker / dealer.

We thank you for giving JSW Advisory Group the opportunity to assist you and look forward to working with you for many years to come.

Sincerely,

Jeff Jaynes Shawn Stults Mitch Waston
Partner | Wealth Advisor Partner | Wealth Advisor Partner | Wealth Advisor

Learn more about us

Firm & Mission

Our mission is to provide exceptional customer service while building relationships that empower our clients to take control of their financial aspirations. We believe in helping people articulate their goals and customizing a plan in order to pursue those goals. Our team of advisors will provide counsel based on honesty, integrity and accountability.

More

Commitment to Clients

At JSW Advisory Group we view it as an honor to serve our clients and as a Fiduciary we are held at the highest ethical standards to always act in your best interest. Simply put, we strive to be our client’s trusted advisor.

More

Our Process

When you become a client of JSW Advisory Group you get the value of a "TEAM" approach by having an entire team working together to best serve your needs.  Our advisors have the experience and the knowledge required to help guide clients through any financial situation.

 
More

Want Help

Our Services

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.

View All Services
 

Investment Planning

Managing your finances is an important component to any financial security plan.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Business Planning

Investments can play a key role in your financial security plan.

 

Estate Planning

A sound estate plan can eliminate many of these problems that arise during the settlement of an estate and help you address the following.

 

LPL Guided Wealth

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

 

College Planning

As a firm, our focus is to understand your goals and develop a plan to pursue them.

Home

Meet The Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

View All Team Members
Photo of team member

Jeff is in his 30th year in the financial services industry with broad experience in guiding clients to pursue and achieve their financial goals....

Jeff Jaynes, AIF®

Partner | Wealth Advisor

Photo of team member

Shawn Stults is a Lubbock native and a graduate of Texas Tech University. In 2008 he began his career in the financial industry, specializing in...

Shawn Stults

Partner | Wealth Advisor

Photo of team member

Mitch Watson, in 2006 founded the predecessor firm of JSW Advisory Group and has 28 years of financial services experience.  As a Texas Tech...

Mitch Watson

Partner | Wealth Advisor

Photo of team member

As JSW Advisory Group's Investment Assistant, Jasmine brings to the team 12 years of banking experience in addition to her 4 years...

Jasmine Bilderback

Investment Assistant

Latest News

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

View All Blog Posts

Investors Beware: The Media Noise can be Deafening

Submitted by JSW Advisory Group on August 26th, 2020

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

  • Read more

5 Things to Teach Your Kids About Finances

Submitted by JSW Advisory Group on March 14th, 2019

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.

  • Read more

How Political Climates Affect the Financial Market

Submitted by JSW Advisory Group on March 7th, 2018

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

  • Read more

Newsletter Subscription

Subscribe to our newsletter and get exclusive info straight to your inbox!

  • Sitemap
  • About
  • Legal, privacy, copyright and trademark information
3405 22nd Street
Suite #202
Lubbock, TX 79410
806-788-2807

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR, AZ, CA, CO, FL, GA, ID, KS, KY, LA, MD, NC, NM, OH, OK, OR, SC, TN, TX, UT & WA

 

 

 

© 2023 JSW Advisory Group. All rights reserved.

Website Design For Financial Services Professionals