Brent Scott Morris

Advisor at Edward Jones — Shawnee, OK East Macarthur St

Updated today

Credentials

Series 66

Experience

7 years

Location

Shawnee, OK 74804

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brent Morris is a financial advisor with Edward Jones in Shawnee, Oklahoma. He holds a Series 66 designation and has seven years of industry experience, including five years with SandRidge Energy prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a broad network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner

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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

See office

Shawnee, OK East Macarthur St

923 East Macarthur St

Shawnee OK 74804

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

SandRidge Energy

2014 - 2019 • 5 years

Oklahoma City, OK

Disclosures

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

Business activities & affiliations

user avatar

Russell B

Series 65

Shawnee, OK

Sowell Management

Russell Busler is a financial advisor at Sowell Management with over six years of professional experience. His background includes roles at the Department of Defense, Shawnee Public Schools, and the International Mission Board. He holds a Series 65 designation and has been with Sowell Management since 2026. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent-contractor model with over 100 advisors, providing investment management, financial planning, retirement-plan advisory, and consulting services, using a range of investment strategies and third-party platforms.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

William C

Series 65

Shawnee, OK

Sowell Management

William Craig is a financial advisor with Sowell Management and holds a Series 65 designation. He has one year of industry experience, with prior roles at Clinton Wealth, Family First Life, and several other companies since 2018. Craig is also involved in the sale of insurance products in a licensed capacity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party platforms.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Larry G

Series 63, Series 65

Shawnee, OK

Sowell Management

Larry Gill is a financial advisor at Sowell Management with 47 years of industry experience. His career includes roles at Clinton Wealth Management, Private Advisor Group, and Cambridge Investment Research. Outside of advisory work, he serves as a board member of Shawnee Tubing Real Estate, a non-public entity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and manages portfolios using mutual funds, ETFs, and individual securities across various investment styles.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Christopher J

Series 66

Shawnee, OK

Edward Jones

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Austin M

Series 66

Prague, OK

Edward Jones

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar

James K

Series 63, Series 65

Shawnee, OK

LPL Financial

James Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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