Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Shane Jones is a registered investment advisor representative with Relation Wealth Management, Inc. in Tulsa, Oklahoma. Whitney is also registered with the state of Texas. Whitney has been in the financial services industry since 2015. Whitney's previous experience includes working for Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Whitney is a Series 66 and Series 7TO licensed representative. Whitney also holds the SIE designation.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
07/01/2024 - Present
Relation Wealth Management, Inc. (TULSA OK)
OK
06/20/2019 - 07/01/2024
KESTRA INVESTMENT SERVICES, LLC (TULSA OK)
BOTH
Issued 12/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Whitney Jones is the right advisor for you? Invested Better is here to help.
