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Credentials
Series 66
Experience Industry experience
16 years
Location
Choctaw, OK 73020-0000
Edward Jones
Institution
Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.
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.
Choctaw, OK NE 23rd St
17323 NE 23rd St Suite B
Choctaw OK 73020-0000
Advisors at this office
1
Oklahoma · Texas
16 years of industry experience
Edward Jones
2010 - Present • 16 years
St. Louis, MO
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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
Edmond, OK
Entrust Parable Capital, LLC
Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.
CFP®, Series 66
Edmond, OK
VOX Financial Planning
Jordan Spencer is a CFP® professional with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company and is employed by Magellan Federal as a Financial Counselor providing financial education to National Guard members. During tax season, he also assists in preparing tax returns. VOX Financial Planning offers fee-only financial planning and investment management services to individuals and families, focusing on passive investment strategies such as ETFs and no-load mutual funds. The firm charges fixed annual and review fees rather than a percentage of assets and delegates investment management to a third-party Sub-Advisor while maintaining client oversight.
Series 65
Moore, OK
Uisonet
Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.
Series 65
Edmond, OK
Render Financial, LLC
Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, Oklahoma, holding a Series 65 credential. He has one year of industry experience and previously worked at Coast Finance, Inc. and Gala Games, among other firms. Render Financial offers financial planning, discretionary wealth management, and customized advisory projects to individuals, small businesses, and high-net-worth clients. The firm uses a strategic, primarily passive investment approach tailored to client objectives and risk tolerance, providing wealth management on a discretionary basis with semi-annual reviews.
Series 63, Series 65
Edmond, OK
Esoteric Wealth Partners LLC
Matthew Palumbo is the managing member and sole advisor at Palumbo Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bob Moore, Inc., Guidance Northwest Insurance, LLC, and Esoteric Wealth Partners LLC. Outside of advisory work, he serves as executive manager of operations at Bob Moore, Inc. and owns Palumbo Holdings, LLC. Palumbo Capital Group, LLC is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation and customized model portfolios, including a sub-advisory relationship with SEI Investment Management.
Series 65
Edmond, OK
Hughes Capital Management, LLC
Devin Hughes is a financial advisor at Hughes Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been involved in the education sector since 2003. Hughes Capital Management is an independent, state-registered advisory firm based in Edmond, Oklahoma, providing discretionary portfolio management primarily for individual clients and related account types. The firm employs a combination of fundamental and quantitative analysis to manage portfolios across various instruments, tailoring allocations to client objectives and risk tolerance.
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