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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed
location

SHAWNEE, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Russell is a financial advisor with Edward Jones, a firm based in St. Louis, Missouri, with approximately $10 billion to $50 billion in assets under management. Jacob has been working in the financial services industry since November 16, 2014, and has a strong track record of success. Jacob is registered with FINRA and the state of Oklahoma. Jacob is also registered as an investment advisor representative with the state of Oklahoma and Texas. Jacob is dedicated to helping individuals and families reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

TULSA, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Wernhardt is a financial advisor who has been active in the industry since March 2023. Jacob has a Series 63, 6TO and SIE license and is registered in Oklahoma. Jacob is currently employed at J.P. Morgan Securities LLC and has a Branch Office Location at 2070 UTICA SQUARE, TULSA, OK 74114.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

NORMAN, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Rowley is a financial advisor with Edward Jones. Jacob has been in the financial services industry since July 2018. Jacob is registered in Oklahoma and Texas. Jacob specializes in retirement planning, college savings, and wealth management. Jacob is committed to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OKLAHOMA CITY, OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Rainbolt is a financial advisor at LPL Financial LLC. Jacob has been in the industry since 2021 and is registered with the state of Oklahoma. Jacob offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

CLINTON, OK

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Stewart is an investment advisor representative with Edward Jones. Jacob has over 16 years of experience in the financial services industry. Jacob is registered with the state of Oklahoma and Texas. Jacob is a Series 7 and 66 registered representative. Prior to joining Edward Jones, Jacob was employed with Farm Credit of Western Oklahoma and MML Investors Services, Inc. Jacob offers financial planning, pension consulting, and selection of other advisors. Jacob is registered to serve individuals, corporations or other businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Tulsa, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Richard Noell is a registered investment advisor representative with Morgan Stanley. Jacob has been in the industry since July 13, 2016. Jacob holds the Series 66, Series 7, and SIE licenses. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

OKLAHOMA CITY, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Ogle is a financial advisor at Osaic Wealth, Inc. based in Oklahoma City, Oklahoma. Jacob has been a registered representative in the financial services industry since 2016, with experience at Woodbury Financial Services, Inc. and Waddell & Reed. Jacob is registered to provide investment advice in Arkansas, Oklahoma and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Geneos Wealth Management, Inc.

location

OKLAHOMA CITY, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Gibson is a registered investment advisor representative with Geneos Wealth Management, Inc. Jacob has been in the industry for over 10 years. Jacob is registered with the state of Oklahoma and holds the Series 7TO and Series 66 securities licenses. Jacob also holds the Securities Industry Essentials Examination (SIE). Jacob specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jacob works at the firm's branch location in Oklahoma City.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Wilsie is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered to provide advisory services in Oklahoma. Jacob holds the Series 7TO and SIE licenses. Jacob began their career in the financial services industry in 2019 and has been registered with the state of Oklahoma since 2023. Before joining Merrill Lynch, Jacob was previously associated with CETERA ADVISOR NETWORKS LLC and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Arvest Wealth Management

location

TULSA, OK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Lopez is a registered representative with Arvest Wealth Management. Jacob has been in the securities industry since January 6, 2019. Jacob is registered with the state of Oklahoma. Jacob is also registered with FINRA and the state of Oklahoma as an investment advisor representative. Prior to joining Arvest Wealth Management, Jacob worked at BOK Financial Securities, Inc. Jacob has passed the Series 66, Series 7TO, SIE and Series 79 exams. Jacob also works at Arvest Bank and owns and manages EMRJ Properties, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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