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Joseph Michael Fulton

Advisor at Edward Jones — Fort Gibson, OK

Updated today

Credentials

Series 66

Experience

3 years

Location

Fort Gibson, OK 74434

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

Joseph Fulton is a financial advisor at Edward Jones in Fort Gibson, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at DNA Security and Tulsa Public Schools. Fulton is also involved as a security team member at Bethany Church of Broken Arrow and contributes as a copy editor for a hunting magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary 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

See office

Fort Gibson, OK

1205 S Lee Street

Fort Gibson OK 74434

Advisors at this office

2

Most active in

Oklahoma · Texas

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

DNA Security

2022 - 2023 • 1 year

Tulsa, OK

South Pointe Chevrolet

2022 - 2022 • 1 year

Tulsa, OK

Unemployed

2022 - 2022 • 1 year

TUlsa, OK

Tulsa Public Schools

2021 - 2022 • 1 year

Tulsa, OK

Loomis Armored US LLC

2021 - 2021 • 1 year

Tulsa, OK

First Strike Security Solutions

2017 - Present • 9 years

Tulsa, OK

Oral Roberts University, English and Modern Languages Department

2013 - 2021 • 8 years

Tulsa, OK

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

David F

Series 66

Wagoner, OK

Arvest Wealth management

David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

John J

Series 63, Series 66

Muskogee, OK

OSAIC Institutions, INC.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Ronaldo S

Series 63, Series 65

Ft Gibson, OK

Eagle Strategies (NY Life)

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Christine A

Series 63, Series 65

Muskogee, OK

Raymond James Financial

Christine Archer is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior roles include positions at LPL Financial and Firstar Bank. Outside of her advisory work, she is a licensed real estate sales associate with the GRI designation, maintaining limited activity in real estate services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Randall M

CFP®, ChFC®, Series 66

Tahlequah, OK

Edward Jones

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

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

Renda R

Series 63, Series 65

Tahlequah, OK

OSAIC

Renda Reese Davis is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at several firms including VOYA Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Davis serves as a board member of the Oklahoma Law Enforcement Retirement System and is involved with the Tahlequah Stockyards as Secretary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios featuring a range of investment types and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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