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Credentials
Series 66
Experience Industry experience
3 years
Location
Cleveland, OK 74020
Edward Jones
Institution
Alan Baker is a Series 66 licensed financial advisor with Edward Jones in Cleveland, Oklahoma, where he has worked since 2023. He has two years of industry experience and previously worked for the State of Oklahoma Department of Education. Baker is also an adjunct professor at Northeastern State University and Southern Nazarene University, mentoring master’s candidates and teaching online courses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Cleveland, OK S Broadway St
214 S Broadway St
Cleveland OK 74020
Advisors at this office
2
Oklahoma · Texas
3 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
State of Oklahoma Dept of Education
2019 - 2023 • 4 years
Oklahoma City, OK
Southern Nazarene University
2017 - Present • 9 years
Bethany, OK
Northeastern State University
2014 - Present • 12 years
Tahlequah, OK
Cleveland Public Schools
1997 - 2023 • 26 years
Cleveland, OK
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Cleveland, OK
Edward Jones
Mark Ragsdale is a financial advisor at Edward Jones in Cleveland, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walgreens for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.
Series 66
Cleveland, OK
Edward Jones
Joshua Henry is a financial advisor with Edward Jones in Cleveland, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as president of the Cleveland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.
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