Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Miami, OK 74354
Edward Jones
Institution
Donna Olinger is a financial advisor at Edward Jones in Miami, Oklahoma, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a co-owner of Grand Lake Garden Center, a retail business specializing in plant material. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.
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.
Miami, OK N Main Street
2034 N Main Street
Miami OK 74354
Advisors at this office
1
Oklahoma · Texas
12 years of industry experience
Edward Jones
2014 - Present • 12 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Miami, OK
Edward Jones
Jessica Keys is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in public education with Miami Public Schools. Outside of finance, she has been involved with Flip Out LLC, a power tumbling instruction business, which is now managed by her husband. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various investment advisory programs and maintains a large network of advisors and branch offices across the country.
Series 66
Miami, OK
Edward Jones
Joshua Wheeler is a financial advisor with Edward Jones in Miami, Oklahoma, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Newell Coach for one year. Outside of his advisory duties, Wheeler serves as a pastor at First Assembly of God, a role he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated offerings, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Miami, OK
Edward Jones
Alex Acupan is a financial advisor with Edward Jones in Miami, Oklahoma, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns and manages commercial office rental properties in Miami. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm is noted for its extensive retail advisor network and affiliated services, including trust and securities-based lending options.
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