Years of Experience
5-20+ Years
BARTLESVILLE, OK
22 Years Experience
4 Disclosures
ADVISOR BIO
Jason Tinklenberg is a financial advisor with Sutterfield Financial Group, Inc. Jason has been in the industry since October 1, 2002 and holds both Series 6 and Series 63 licenses. In addition, Jason also holds the Series 65 license for investment advising and has been registered with the State of South Dakota since October 17, 2005.
SPECIALIZATIONS
Stillwater, OK
1 Years Experience
0 Disclosures
ADVISOR BIO
Jaxon Parker Malaby is a financial advisor registered with Equitable Advisors, LLC. Jaxon is licensed to provide financial advice in Arkansas, Florida, Kansas, Nevada, Oklahoma, South Carolina and Texas. Jaxon holds the Series 7TO, Series 63, and Series 65 licenses, as well as the SIE exam. Jaxon has been working in the financial services industry since December 2023. Prior to joining Equitable Advisors, LLC, Jaxon worked at Wells Fargo in Bartlesville, Oklahoma. Jaxon is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
Oklahoma City, OK
36 Years Experience
0 Disclosures
ADVISOR BIO
Jay Scott Edzards is a financial advisor with UBS Financial Services Inc. Jay has been in the industry for over 30 years, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Jay is registered to provide investment advice in Oklahoma and Texas.
SPECIALIZATIONS
TULSA, OK
30 Years Experience
0 Disclosures
ADVISOR BIO
Jay Nathan Dickenson is a financial advisor with Stifel, Nicolaus & Company, Inc. Jay is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with over 27 years of experience in the financial services industry. Jay is registered to provide investment advice in Oklahoma and Texas. Jay's previous work experience includes roles with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay holds a variety of securities licenses and registrations including Series 7, Series 9, Series 10, Series 31 and Series 63 and 65 licenses. Jay is also a licensed insurance agent.
SPECIALIZATIONS
EDMOND, OK
1 Years Experience
0 Disclosures
ADVISOR BIO
Jay Kiefer is a financial advisor with Equitable Advisors, LLC in Edmond, Oklahoma. Jay has been in the financial industry since 2023. Jay holds Series 7TO, Series 63, and SIE licenses and is registered to provide financial advice in Oklahoma. Jay's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Jay is also the Minority Owner of two businesses.
SPECIALIZATIONS
TULSA, OK
0 Disclosures
ADVISOR BIO
Jaylon Scott Rodriguez is an investment advisor representative who is registered with the state of Oklahoma. Jaylon Scott Rodriguez is currently employed by AmeriTrust Investment Advisors, Inc, a firm with a total of 209 accounts under management. Jaylon Scott Rodriguez has worked in the industry since March 2023 and specializes in financial planning, pension consulting, and selection of other advisers. AmeriTrust Investment Advisors, Inc also provides portfolio management services for businesses and individuals.
SPECIALIZATIONS
Tulsa, OK
29 Years Experience
0 Disclosures
ADVISOR BIO
Jeana Louann Keeter is a financial advisor with over 27 years of experience in the industry. Jeana is currently registered with Morgan Stanley in Tulsa, OK. Jeana has previously worked at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Jeana offers a wide range of financial services including financial planning, asset allocation advice, portfolio management, and pension consulting. Jeana is licensed to provide financial advice in 38 states.
SPECIALIZATIONS
Oklahoma City, OK
20 Years Experience
0 Disclosures
ADVISOR BIO
Jeannie Rene Roberts is a financial advisor with Cambridge Investment Research Advisors, Inc. She is also a registered representative of the firm. Jeannie is a licensed advisor in Oklahoma and Texas. Jeannie has over 17 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice. Her areas of specialization include retirement planning, college savings, and estate planning.
SPECIALIZATIONS
Oklahoma City, OK
35 Years Experience
0 Disclosures
ADVISOR BIO
Jeb Kirkpatrick is a financial advisor with over 30 years of experience in the industry. Jeb has worked with several firms in the past and currently holds an active registration with Arete Wealth Advisors, LLC. Jeb is also a registered representative with FINCADIA LLC, FINCADIA WEALTH MANAGEMENT LLC, and FINCADIA CAPITAL PARTNERS LLC. Jeb specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and businesses.
SPECIALIZATIONS
OKLAHOMA CITY, OK
10 Years Experience
0 Disclosures
ADVISOR BIO
Jeff W. McDonald is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeff is a veteran of the financial services industry, having been in the business since August 2014. Jeff is licensed to provide investment advice in Oklahoma and Texas, and is also registered with the Securities Industry and Financial Markets Association (FINRA). Jeff's professional experience includes working at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. Jeff is a Series 66, Series 7, and SIE licensed representative.
SPECIALIZATIONS
