John Thomas II

Advisor at Edward Jones

Updated today

Location

Elk City, OK 73648

Credentials

Series 63, Series 66

Industry experience

25 years

About

John Thomas II is a financial advisor with Edward Jones in Elk City, OK, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Thomas is involved in cattle and land management through partnerships in Bull & Bear Ranch LLC and Bull & Bear Properties LLC, and he serves as a board member of Western Oklahoma Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance

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

2208 West Third

Elk City, OK 73648

Most active in

Oklahoma · Texas

Work history

Edward Jones

2000 - Present (26 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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Robert F

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Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
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Kari P

Series 66

Elk City, OK

Sanctuary Advisors, LLC

Kari Payne is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Edward Jones for six years. Outside of her advisory role, Payne is the owner and investment advisor at CopperSky Wealth. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a range of sub-advisors and third-party model platforms to implement strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Justin K

CFP®, Series 66

Elk City, OK

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Justin Koch is a CFP® professional with 17 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2025, following a 17-year tenure at Edward Jones. Koch is also the owner of CopperSky Wealth, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Sandy B

Series 66

Elk City, OK

Edward Jones

Sandy Barr is a financial advisor at Edward Jones with over 25 years of experience at the firm. He holds the Series 66 designation and is based in Elk City, Oklahoma. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Joshua T

Series 63, Series 66

Elk City, OK

Edward Jones

Joshua Thomas is a financial advisor with Edward Jones in Elk City, Oklahoma, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he manages Bull & Bear Ranch LLC, an acreage business in Elk City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

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

Series 66

Elk City, OK

Edward Jones

Emily Smith is an Associate Financial Advisor at Edward Jones in Elk City, OK, with two years of industry experience. She holds a Series 66 designation and previously worked as a Sponsorship Coordinator for the Elk City Rodeo Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

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