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Jamie Lynn Wilson

Capital Advisors, Inc.

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About Jamie Lynn Wilson

Jamie Wilson is a registered investment advisor representative with Capital Advisors, Inc., based in Tulsa, Oklahoma. Jamie has been in the industry since 1995, and has a broad background in financial services. Jamie is licensed in both Oklahoma and Texas, and has a Series 7, Series 63, and Series 65 license.

Firm Information

Jamie Wilson is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Wilson’s Registration & Firm History

OK

11/01/2022 - Present

Capital Advisors, Inc. (TULSA OK)

OK

10/02/2003 - 10/02/2017

MINSHALL & COMPANY INC. (TULSA OK)

AR

07/18/2001 - 03/05/2002

ARVEST ASSET MANAGEMENT (ROGERS AR)

NY

07/02/1999 - 03/17/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

08/27/1998 - 11/23/1998

SALOMON SMITH BARNEY INC. (NEW YORK NY)

OK

07/29/1997 - 08/19/1998

HOUCHIN, ADAMSON, L.L.C (TULSA OK)

TX

11/10/1995 - 01/20/1997

SOUTHWEST SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 11/19/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie Lynn Wilson.
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