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Jason Egger

Advisor at Edward Jones

Updated today

Location

Guymon, OK 73942-0000

Credentials

Series 66

Industry experience

9 years

About

Jason Egger is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Edward Jones in 2016, he worked at DCP Midstream for 11 years. Outside of his advisory role, he is involved in managing agricultural operations and industrial safety sales through several privately held companies in Guymon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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

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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

118 Nw 4th Street

Guymon, OK 73942-0000

Most active in

Oklahoma · Texas

Work history

Edward Jones

2016 - Present (10 years)

Jager Enterprises

2016 - Present (10 years)

DCP Midstream

2005 - 2016 (11 years)

Egger Horseshoeing

1999 - Present (27 years)

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

Mari C

Series 66

Guymon, OK

Edward Jones

Mari Cruz is a financial advisor at Edward Jones with 10 years of experience, holding a Series 66 designation. Prior to joining Edward Jones in 2016, she coordinated the Victims Impact Panel of Oklahoma’s program in Texas County and worked at McCaffrey Law Firm, PLLC. She served as Texas County Coordinator for the Victims Impact Panel of Oklahoma, organizing speakers for the program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

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

Linda G

Series 66

Guymon, OK

Edward Jones

Linda Gilmore is a financial advisor with Edward Jones in Guymon, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Willis H

Series 66

Guymon, OK

Edward Jones

Willis Hawkins is a Series 66 licensed financial advisor with Edward Jones, based in Guymon, OK, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns an LLC named Crescent-C. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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