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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Donald Jackson (CRD# 2463376) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tulsa, OK and has over 30 years of experience in the finance industry.
Kevin Jacobs (CRD# 5034037) is an Investment Advisor Representative working at Step By Step Financial, LLC in Tulsa, OK and has over 18 years of experience in the finance industry. Kevin Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brett James (CRD# 6074300) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 11 years of experience in the finance industry.
Jeffrey James (CRD# 2964262) is an Investment Advisor Representative working at Edward Jones in Tulsa, OK and has over 26 years of experience in the finance industry.
Kristopher Jantzen (CRD# 4515675) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 19 years of experience in the finance industry.
Darrell Jayroe (CRD# 2406807) is an Investment Advisor Representative working at Inspire Investing, LLC in Tulsa, OK and has over 30 years of experience in the finance industry. Darrell Jayroe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steve Jelley (CRD# 2085636) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 33 years of experience in the finance industry.
Buddy Jessee (CRD# 1051707) is an Investment Advisor Representative working at Bfc Planning, Inc. in Tulsa, OK and has over 40 years of experience in the finance industry.
Anthony Jezek (CRD# 1425736) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has over 38 years of experience in the finance industry.
William Jezek (CRD# 6894277) is an Investment Advisor Representative working at Edward Jones in Tulsa, OK and has over 6 years of experience in the finance industry.