Jesse Ray Bain

Advisor at Edward Jones — Purcell, OK 409 N Green Ave

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

21 years

Location

Purcell, OK 73080

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jesse Bain is a CFP® professional with 21 years of experience in financial advising, currently with Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Purcell, Oklahoma. Bain also serves as a non-public arbitrator as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

See office

Purcell, OK 409 N Green Ave

409 N Green Ave Suite A

Purcell OK 73080

Advisors at this office

4

Most active in

Oklahoma · Texas

Work history

21 years of industry experience

Edward Jones

2003 - Present • 23 years

St Louis, MO

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

Bryce B

Series 65

Norman, OK

Buwick Group Wealth Management, LLC

Bryce Buwick is a financial advisor at Buwick Group Wealth Management, LLC in Norman, Oklahoma, holding a Series 65 designation with one year of industry experience. Prior to joining Buwick Group, he worked at Downtown Fitness for two years. He is also involved in an affiliated insurance agency as a licensed selling agent. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates various analytical methods to construct customized or pre-designed portfolios and utilizes third-party research and execution support.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Gregory B

Series 63, Series 65

Norman, OK

Buwick Group Wealth Management, LLC

Gregory Buwick is a financial advisor with Buwick Group Wealth Management, LLC in Norman, OK, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Buwick Group Wealth Management since 2019 and has concurrently held roles at Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that combines fundamental, technical, cyclical, and charting analysis to build customized or pre-designed portfolios across multiple sectors and asset classes.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Kyla M

Series 63, Series 65

Noble, OK

Concorde Asset Management, LLC

Kyla Mc Moran is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Concorde since 2021 and is also involved with Bravest Wealth Management. Outside of her advisory roles, she serves as president of the local Legacy Rotary chapter, where she leads club meetings and chairs the annual fundraiser. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
user avatar

Matt B

Series 63, Series 65

Noble, OK

Concorde Asset Management, LLC

Matt Branstetter is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Concorde Asset Management since 2013 and has held roles at affiliated firms including Concorde Investment Services, Braevest, and Branstetter Investment Group, Inc. Outside of his advisory work, he is active in local community roles such as serving as vice president of a homeowners association and participates in Toastmasters for communication and leadership development. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using model-based strategies and third-party platforms, also providing ERISA retirement-plan advisory services and managing variable annuity separate accounts.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
user avatar

Kimberly S

Series 66

Purcell, OK

Edward Jones

Kimberly Swain is a financial advisor with Edward Jones in Purcell, Oklahoma. She holds the Series 66 designation and has 12 years of experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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

Coleton S

Series 66

Purcell, OK

Edward Jones

Coleton Sharp is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Continental Resources for twelve years. 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 programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Oil & Gas Young Professionals
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