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Jill Cherry

Advisor at Edward Jones

Updated today

Location

Sulphur, OK 73086

Credentials

Series 66

Industry experience

2 years

About

Jill Cherry is a Series 66 licensed financial advisor with Edward Jones in Sulphur, Oklahoma, where she has worked since 2020. She has two years of industry experience and previously held roles at Paycom and 4-Source Transport LLC, where she tracked income and expenses for tax purposes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

1801 W Broadway

Sulphur, OK 73086

Most active in

Oklahoma · Texas

Work history

Edward Jones

2020 - Present (6 years)

Paycom

2016 - 2017 (1 year)

4-Source Transport LLC

2015 - 2020 (5 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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Robin J

Series 65

Sulphur, OK

Jolly, Robin K

Robin Jolly is a financial advisor with 11 years of industry experience, currently operating as the sole advisor at Jolly, Robin K. She holds a Series 65 designation and has a background that includes roles at First National Bank & Trust of Ardmore and accounting firms such as Grant & Katie Johnson CPA PLLC and ABLA & JOLLY CPA PLLC. In addition to advising, she owns Robin K Jolly CPA, PLLC, a public accounting firm providing financial statement preparation, payroll, and income tax services. Her firm serves individuals, high-net-worth clients, and trusts by offering personalized financial consultations focused on objectives such as retirement planning and educational funding. The firm refers clients to independent investment advisors for portfolio management and does not directly custody or manage client assets.

General retirement planning Cash flow / budgeting
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Kent C

CFP®, Series 63, Series 65

Sulphur, OK

Cornell Capital Group, LLC

Kent Cornell is a CFP® professional with 30 years of industry experience. He is the principal of Cornell Capital Group, LLC, an independent advisory firm he has led since 2017. Prior to that, he worked at Madison Avenue Securities, LLC for 11 years. Outside of his advisory role, he is involved in tax preparation and consulting through Cornell Financial Services, LLC, and owns Chili Creek Ranch, Inc., a ranching and real estate business. Cornell Capital Group serves individual and high-net-worth clients by providing financial planning and investment advisory services primarily through referrals to third-party registered investment managers. The firm facilitates client onboarding, monitors manager performance, and assists with administrative tasks without directly managing portfolios.

Active portfolio management
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Linda E

Series 63, Series 66

Sulphur, OK

Edward Jones

Linda Evans is a financial advisor with Edward Jones in Sulphur, Oklahoma, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Outside of her financial advisory role, Evans is involved in ranching and manages related operations through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, as well as access to separately managed accounts and affiliated mutual funds.

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