Jesse Bain

Advisor at Edward Jones

Updated today

Location

Purcell, OK 73080

Credentials

CFP®, Series 63, Series 66

Industry experience

21 years

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

409 N Green Ave Suite A

Purcell, OK 73080

Most active in

Oklahoma · Texas

Work history

Edward Jones

2003 - Present (23 years)

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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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. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining the advisory business, he worked in the fitness industry. In addition to his advisory role, he is involved in an affiliated insurance agency as a licensed selling agent. Buwick Group Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates multiple analytical methods and uses third-party research and trading support to manage customized and pre-designed portfolios.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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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
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Kimberly S

Series 66

Purcell, OK

Edward Jones

Kimberly Swain is a financial advisor with Edward Jones in Purcell, OK, holding the Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2014. 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 and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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

Series 63, Series 65

Noble, OK

OSAIC

Joseph James is a financial advisor at OSAIC based in Wichita, KS, with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is also involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, and long-term care insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing tools such as asset-allocation software and portfolio optimization, and supports thousands of advisors with access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Caleb W

Series 63, Series 66

Purcell, OK

Fidelity

Caleb Winslow is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity-related entities since 2016. Outside of advising, he is involved in real estate through ownership and management roles in local investment companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified set of funds and models.

Charitable giving & philanthropy Active portfolio management

Jolene N

Series 66

Norman, OK

Edward Jones

Jolene Nauman is a financial advisor at Edward Jones in Norman, Oklahoma, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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