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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Swan Haas is a financial advisor currently registered with Thurston Springer Advisors. Jean has over 12 years of experience in the financial services industry. Jean holds multiple securities licenses including Series 6, 7 and 63. Jean is also a registered Investment Advisor Representative in Oklahoma and Texas. Prior to joining Thurston Springer Advisors, Jean worked for T.S. Phillips Investments, Inc. and LPL Financial LLC. Jean provides financial planning, portfolio management and educational seminars to individuals, high net worth individuals, corporations, charitable organizations and other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/15/2024 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
OK
08/06/2019 - 06/28/2024
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
07/03/2017 - 05/28/2019
LPL FINANCIAL LLC (EDMOND OK)
OK
03/10/2014 - 05/04/2017
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
OK
04/05/2013 - 03/17/2014
HORACE MANN INVESTORS INC (EDMOND OK)
OK
07/07/2011 - 06/04/2012
STATE FARM VP MANAGEMENT CORP. (EDMOND OK)
IA
Issued 07/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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