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
CFP®, Series 66
Experience Industry experience
19 years
Location
Okmulgee, OK 74447
Edward Jones
Institution
James Remington is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its large network of financial advisors and branch offices nationwide.
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.
Okmulgee, OK South Central
300 South Central
Okmulgee OK 74447
Advisors at this office
1
Oklahoma · Texas
19 years of industry experience
Edward Jones
2007 - Present • 19 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 63, Series 65
Morris, OK
Merrill
David Stutsman is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes ten years at Bank of America, N.A., alongside a long tenure at Merrill dating back to 1978. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.
Series 66
Okmulgee, OK
Edward Jones
Emily Oldham is a financial advisor at Edward Jones in Okmulgee, Oklahoma, with four years of industry experience. She holds the Series 66 designation and previously co-owned a small market farm, O-Bar Farms, where she assisted with operations and sales. Additionally, Emily participates in community activities, including serving on the Okmulgee County Fair committee and the Okmulgee Main Street Economic Vitality Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and affiliated investment options supported by a nationwide network of financial advisors and branch offices.
Series 66
Okmulgee, OK
Edward Jones
James Allred Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to his advisory career, he was involved in engineering and has operated a cattle production business and a trucking company for over 20 years. He also serves as Vice-President for Morris Public Schools in Morris, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary advisory solutions under a fiduciary standard.
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