Jessica Keys

Advisor at Edward Jones

Updated today

Location

Miami, OK 74354

Credentials

Series 66

Industry experience

2 years

About

Jessica Keys is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked for Miami Public Schools. Keys was also the owner of Flip Out LLC, a power tumbling instruction business, until her husband took full control. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Active portfolio management

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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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

15 1 St Ave Ne

Miami, OK 74354

Most active in

Oklahoma · Texas

Work history

Edward Jones

2023 - Present (3 years)

Miami Public Schools

2021 - 2023 (2 years)

Flip Out LLC

2011 - 2023 (12 years)

Disclosures

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

Business activities & affiliations

Joshua W

Series 66

Miami, OK

Edward Jones

Joshua Wheeler is a financial advisor with Edward Jones in Miami, Oklahoma, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Newell Coach for one year. Outside of his advisory duties, Wheeler serves as a pastor at First Assembly of God, a role he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated offerings, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
user avatar

Melissa P

Series 63, Series 65

Baxter Springs, KS

LPL Financial

Melissa Proffitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has previously worked with Summit Financial Group, Securities America, and OSAIC. Outside of finance, she owns and leads workouts for Pro-ffitt Garage, conducting live sessions on Facebook and at a gym. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Donna O

Series 66

Miami, OK

Edward Jones

Donna Olinger is a financial advisor at Edward Jones in Miami, Oklahoma, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a co-owner of Grand Lake Garden Center, a retail business specializing in plant material. 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 solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

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

Alex A

Series 63, Series 66

Miami, OK

Edward Jones

Alex Acupan is a financial advisor with Edward Jones in Miami, Oklahoma, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns and manages commercial office rental properties in Miami. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm is noted for its extensive retail advisor network and affiliated services, including trust and securities-based lending options.

Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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