user avatar

Dylan L Parish

Advisor at Edward Jones — Tahlequah, OK E Downing St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Tahlequah, OK 74464

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Dylan Parish is a financial advisor at Edward Jones in Tahlequah, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Dylan worked in various roles including positions at a local bank and the Cherokee Nation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Tahlequah, OK E Downing St

400 E Downing St

Tahlequah OK 74464

Advisors at this office

4

Most active in

Oklahoma · Texas

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Local Bank

2023 - 2026 • 3 years

Tahlequah, OK

Walmart

2022 - 2022 • 1 year

Tahlequah, OK

Mary's Liquor

2021 - 2022 • 1 year

Tahlequah, OK

Vidalia's Cafe

2021 - 2021 • 1 year

Tahlequah, OK

Tahlequah Lumber

2020 - 2020 • 1 year

Tahlequah, OK

Boys & Girls Club

2019 - 2020 • 1 year

Tahlequah, OK

Cherokee Nation

2018 - 2023 • 5 years

Tahlequah, OK

Unemployed

2016 - 2018 • 2 years

Tahlequah, 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

Randall M

CFP®, ChFC®, Series 66

Tahlequah, OK

Edward Jones

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

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

Renda R

Series 63, Series 65

Tahlequah, OK

OSAIC

Renda Reese Davis is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at several firms including VOYA Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Davis serves as a board member of the Oklahoma Law Enforcement Retirement System and is involved with the Tahlequah Stockyards as Secretary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios featuring a range of investment types and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Julie L

CFP®, Series 66

Tahlequah, OK

Edward Jones

Julie Laney is a CFP®-designated financial advisor with Edward Jones in Tahlequah, Oklahoma, where she has worked since 2013, totaling 12 years of industry experience. She holds a Series 66 license and is a 50% owner of a car wash business, The Wash Barns, located in Fort Gibson, Oklahoma, which is managed by her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Lauren F

Series 66

Tahlequah, OK

Edward Jones

Lauren Fowler is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and eight years of industry experience. Prior to joining Edward Jones in 2018, she was an independent presenter for Younique LLC, a direct sales company, from 2015 to 2018. Fowler also serves as an instructor for continuing education on wills and will writing at Indian Capital Technology Center and is involved with cultural production activities with the Cherokee Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is noted for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar

Jackson W

Series 66

Tahlequah, OK

Edward Jones

Jackson Williams is a Series 66-licensed financial advisor with Edward Jones in Tahlequah, Oklahoma. He has one year of experience in the industry and previously worked in supply and drilling sectors before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, offering both discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large national network of financial advisors and branches.

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

Jason S

Series 65, Series 63

Tahleqauh, OK

OSAIC

Jason Snyder is a financial advisor with Osaic Wealth, Inc. in Tahlequah, Oklahoma, holding Series 65 and Series 63 licenses with 13 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 12 years. Outside of his advisory work, he serves as a family pastor at Timothy Baptist Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using various investment platforms and third-party managers, supporting both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)