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Jayme Don Fowler

Advisor at Pinnacle Investment Advisors — Tulsa, OK East 15th Street

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

39 years

Location

Tulsa, OK 74120

Pinnacle Investment Advisors logo

Pinnacle Investment Advisors

Team

Total advisors

7

Clients per advisor

65 High

Avg AUM per client

$746,272 Low

HNW client ratio

28% Typical

About

Jayme Fowler is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles with Northern Lights Distributors, Redwood Investment Management, and Oppenheimerfunds Distributor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients, offering discretionary portfolio management, financial planning, and investment consulting. The firm utilizes seven proprietary investment strategies tailored to client objectives and acts as sponsor and managing member of private pooled vehicles, providing a range of internally managed and third-party investment solutions.

Client services

Based on Pinnacle Investment Advisors

Financial planning Portfolio management

Expertise

Based on Pinnacle Investment Advisors

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management

Occupation focus

Based on Pinnacle Investment Advisors

Founder/Business Owner

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Fee options

Percentage

$0+: 0.25% annually for Short Term Bond Portfolio $0 - $1,000,000: 0.50% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $1,000,000 - $2,000,000: 0.45% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $2,000,000 - $5,000,000: 0.40% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $5,000,000 - $10,000,000: 0.35% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $10,000,000 - $20,000,000: 0.30% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $20,000,000+: 0.25% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $0 - $1,000,000: 1.00% annually for Small Cap Value Strategy $1,000,000 - $2,000,000: 0.75% annually for Small Cap Value Strategy $2,000,000 - $5,000,000: 0.625% annually for Small Cap Value Strategy $5,000,000 - $10,000,000: 0.50% annually for Small Cap Value Strategy $10,000,000+: 0.50% annually for Small Cap Value Strategy $0 - $1,000,000: 0.75% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $1,000,000 - $2,000,000: 0.625% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $2,000,000 - $5,000,000: 0.55% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $5,000,000 - $10,000,000: 0.50% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $10,000,000+: 0.45% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $0 - $1,000,000: 0.50% annually for Blue Chip Strategy $1,000,000 - $2,000,000: 0.45% annually for Blue Chip Strategy $2,000,000 - $5,000,000: 0.35% annually for Blue Chip Strategy $5,000,000 - $10,000,000: 0.25% annually for Blue Chip Strategy $10,000,000+: 0.20% annually for Blue Chip Strategy

Project-based

$250 per hour for consultation and employee education services for 401(k) plans and related consulting services.

Performance-based

Performance fees for private funds: 10% of net income for Pinnacle Acquisition Fund II; 1.0% of AUM exceeding 12% annual return for Pinnacle Income Partners II; 15% share of annual return in excess of 12% hurdle for Coronado Capital.

Other

Account minimum: $250,000 (exceptions can be made on an individual basis) Fee-only: Comprehensive financial planning offered as fee-only services; no commissions or referral fees received.

Location

Tulsa, OK East 15th Street

1616 East 15th Street

Tulsa OK 74120

Advisors at this office

7

Most active in

Oklahoma

Work history

39 years of industry experience

Jayme Don Fowler

2019 - Present • 7 years

Tulsa, OK

Unemployed

2019 - 2019 • 1 year

Tulsa, OK

Northern Lights Distributors, Llc

2018 - 2019 • 1 year

Omaha, NE

Redwood Investment Management, Llc

2018 - 2019 • 1 year

Los Angeles, CA

UnEmployed

2017 - 2018 • 1 year

Tulsa, OK

Oppenheimerfunds Distributor, Inc.

2005 - 2017 • 12 years

New York, NY

Oppenheimer Mutual Funds.

2005 - 2017 • 12 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor at Sandman Wealth Management in Tulsa, OK, holding a Series 65 credential with four years of industry experience. She previously worked with Gradient Advisors LLC and has been involved with John 3:16 Mission, where she serves as a board member. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, combining fundamental, technical, and cyclical analysis with regular account reviews, and works in a co-advisor relationship with Gradient Investments for managed portfolios.

Wealth management Retirement income strategy General tax planning
user avatar

Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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