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Brandy Pearce

Advisor at Edward Jones

Updated today

Location

Guthrie, OK 73044

Credentials

Series 66

Industry experience

20 years

About

Brandy Pearce is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at United Planners Financial Services, Kendred Wealth, IDS Life Insurance Company, and Ameriprise Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

309 E Cleveland Ave

Guthrie, OK 73044

Most active in

Oklahoma · Texas

Work history

Edward Jones

2019 - Present (7 years)

United Planners Financial Services

2016 - 2019 (3 years)

Kendred Wealth A Privater Advisory Practice

2009 - 2016 (7 years)

IDS Life Insurance Company

1999 - 2019 (20 years)

Ameriprise Financial Services inc.

1999 - 2016 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brandon J

Series 66

Guthrie, OK

LexAurum Advisors

Brandon Johnson is a financial advisor with LexAurum Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, VSR Advisory Services, and other firms. Outside of his advisory work, he is a partner in Strengthening Oklahoma LLC, a consulting and marketing business focused on NIL deals for college athletes. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation investment approach using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagement options along with a sub-advisory program for other advisory firms.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jared B

Series 65

Guthrie, OK

Simplicity wealth

Jared Bross is a financial advisor at Simplicity Wealth in Guthrie, OK, holding a Series 65 designation with one year of experience. His prior work includes roles at Bross Capital Management and West Side Travel Stop, among others. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering a model-driven, fund-of-funds investment approach that incorporates ETFs, mutual funds, and select individual securities. The firm also provides technology and operations services, including a Managed Account Program and a customizable asset management software platform.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)

Brian J

Series 63, Series 65

Guthrie, OK

Edward Jones

Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Jessica R

Series 66

Guthrie, OK

Edward Jones

Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In her role at Legacy Senior Living, she reviewed menus for state compliance and trained employees on food safety. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and manages a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Brent P

Series 66

Broadway, OK

Cambridge Investment Research Advisors

Brent Peck is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 license. He has 23 years of industry experience, including roles at Nettworth Financial Group and FSC Securities Corporation. Outside of his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Traci M

Series 63, Series 65

Guthrie, OK

Morgan Stanley

Traci Miller is a financial advisor with Morgan Stanley in Guthrie, OK, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market models.

General estate planning guidance
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