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Jimmy Edward Waggoner

FUSE PARTNERS, LLC·DALLAS, Texas
SIE, Series 6, Series 63Clean recordFUSE PARTNERS, LLC
8111 PRESTON ROAD, DALLAS, TX 75225CRD# 2211077Firm CRD# 168733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jimmy Edward Waggoner · DALLAS, TX
Registration
CRD #2211077 · FUSE PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FUSE PARTNERS, LLC
CRD 168733 · SEC 801-78506
AUM
$903M
Regulatory assets under management
Employees
36
1,317 client accounts
Services offered by FUSE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FUSE PARTNERS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Jimmy Edward Waggoner offer?
Jimmy Edward Waggoner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Jimmy Edward Waggoner's credentials?
Jimmy Edward Waggoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jimmy Edward Waggoner located?
Jimmy Edward Waggoner is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jimmy Edward Waggoner charge for services?
Jimmy Edward Waggoner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSE PARTNERS, LLC?
FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Hughes Susanin
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Brad Leonard Neugebauer
DALLAS, TX
Erika Wood
DALLAS, TX
CFP
Kirsten Saggau Beaudoin
DALLAS, TX
Nancy Lynn Williamson
DALLAS, TX

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Research
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