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Ashley T

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Ashley Turner is a financial advisor at FourPath Capital Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for 11 years before joining Prospera Private Wealth, LLC. Outside of her advisory role, she owns and operates A.R.T. Creations, a business selling homemade crafts. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies across multiple asset classes and offers discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Jeffrey P

Series 65

Oklahoma City, OK

Fourpath Capital Management, LLC

Jeffrey Pope is a financial advisor at Fourpath Capital Management, LLC in Oklahoma City, OK. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Fourpath, he worked for the City of Oklahoma City for 27 years. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach combining active and passive strategies across various asset classes.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Holly G

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Holly Gooch is a financial advisor at FourPath Capital Management, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Reuter James Wealth Management and Wells Fargo Clearing Services, LLC. Outside of her advisory role, she is involved with the Church of Christ - South Yukon and has experience as a court reporter. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies and provides both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Jason H

CFP®, Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Jason Hughart is a CFP® with 19 years of industry experience. He is currently with FourPath Capital Management, LLC and previously worked at Wells Fargo Clearing from 2013 to 2024. Outside of his advisory role, he owns and operates a farm specializing in hay and cattle production in Tuttle, Oklahoma. FourPath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, and retirement plan sponsors. The firm employs a risk-adjusted, tax-efficient investment approach using a blend of active and passive strategies, and offers discretionary and non-discretionary portfolio management along with consulting services.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Arlis R

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Arlis Reuter is a financial advisor at FourPath Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm’s investment process emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, utilizing a combination of active and passive strategies across various asset classes, and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Jeffrey J

Series 63, Series 65

Oklahoma City, OK

Fourpath Capital Management, LLC

Jeffrey James is a financial advisor at FourPath Capital Management, LLC in Oklahoma City, OK, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reuter James Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non‑fiduciary consulting. The firm employs a risk‑adjusted, tax‑efficient investment process using a combination of active and passive strategies across various asset classes and offers institutional trading, custody, and execution services.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Scott M

CFP®, Series 63, Series 65

Oklahoma City, OK

Fourpath Capital Management, LLC

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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