Lacee Rollins

Advisor at Edward Jones — Holdenville, OK

Updated today

Credentials

Series 66

Experience

6 years

Location

Holdenville, OK 74848-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lacee Rollins is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020 and has six years of industry experience. Prior to joining Edward Jones, she held positions at Epic Charter Schools, Holdenville Public Schools, Threads Sports Apparel, and Boscoe Joe's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

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

Holdenville, OK

112 North Broadway

Holdenville OK 74848-0000

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Epic Charter Schools

2018 - 2020 • 2 years

Oklahoma City, OK

Holdenville Public Schools

2017 - 2018 • 1 year

Holdenville, OK

Threads Sports Apparel

2016 - 2018 • 2 years

Holdenville, OK

Boscoe Joe's

2016 - 2016 • 1 year

Seminole, OK

Disclosures

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

Business activities & affiliations

Brian G

CFP®, Series 66

Seminole, OK

&PARTNERS

Brian Geist is a CFP® and holds a Series 66 license with 16 years of industry experience. He joined &PARTNERS in 2026 after 17 years with Edward Jones. Outside of his financial advisory work, Geist is a partner and 25% owner of Drip Coffee Co, a retail coffee business in Seminole, OK, and he is involved as a financial partner in a management group set to operate the Jimmie Austin Municipal Golf Course. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of investment strategies, offers both discretionary and non-discretionary account management, and operates under dual registration as a registered investment adviser and broker-dealer.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
user avatar

Bryan J

Series 63, Series 65

Holdenville, OK

LPL Enterprise

Bryan Johnson is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Tax-loss harvesting
user avatar

Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for 15 years. In addition to his advisory work, he serves as an adjunct instructor and subject matter expert in finance at Seminole State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

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

Deriek P

Series 63, Series 66

Seminole, OK

LPL Financial

Deriek Patterson is a financial advisor with LPL Financial in Seminole, Oklahoma, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he operates a non-variable insurance business involving fixed annuities and life insurance contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Terracon Consultants Inc and was involved with Origins Wine Bar & Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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

Krystin L

Series 66

Wewoka, OK

Edward Jones

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a 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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