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Southlake, TX

Clay Jinks

CFP®, CKA®, RICP

Senior Associate Wealth Advisor

1900 W Kirkwood Blvd, Suite 2500C
Southlake, TX 76092

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Clay Jinks Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CKA® – Certified Kingdom Advisor®
  • RICP – Retirement Income Certified Professional

About Clay

Clay is passionate about helping clients align their behaviors with their life goals and priorities and lifting the weight of financial stress off the shoulders of others. He diligently works to ensure that clients buy in and believe in their own financial security and plans. Clay values long-term relationships and deep conversations about what financial planning means to others.

In his free time, Clay enjoys reading, anything Texas Tech sports, and being outdoors with his wife, Chanel. He is an active member of the Knights of Columbus, parishioner at Holy Trinity Catholic Church in Azle, Texas, and serves on the Financial Planning Alumni Board at Texas Tech University.

Education and Professional Milestones

-Texas Tech University - bachelor’s degree in personal financial planning

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