Jason Percy (CRD# 5890361) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.
CRD# 5536286
The Advisory Resource Group, LLC
CRD# 6196859
Raymond James & Associates, Inc.
CRD# 4387026
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Advisors, Inc. | Tulsa, OK | Jul 2020 - Current | 3 |
| Quasar Distributors, LLC | Milwaukee, WI | Aug 2020 - Oct 2022 | 2 |
| Raymond James And Associates | Tulsa, OK | Aug 2018 - Jul 2020 | 1 |
| Mml Investors Services LLC | Tulsa, OK | Apr 2011 - Aug 2018 | 7 |
| Massmutual Life Insurance Company | Tulsa, OK | Aug 2009 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- OK
- TX
-
Total Assets Under Management5,502MILLIONS
-
Total Number of Accounts6,518ACCOUNTS
-
Average Account Value$844,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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