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Casey M

CFP®

Edmond, OK

JM2 Capital Inc.

Casey Morford is a CFP® professional with three years of industry experience currently with JM2 Capital Inc. Prior to joining JM2 Capital, he worked at Weir Oil & Gas. He is also involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, utilizing a blend of fundamental and technical analysis to create tailored portfolios that incorporate mutual funds, ETFs, bonds, and alternative investments.

Wealth management Active portfolio management Private / alternative investments
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Cameron T

CFA®, Series 63, Series 65

Edmond, OK

JM2 Capital Inc.

Cameron Turner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at JM2 Capital Inc. He previously worked at Trust Company of Oklahoma and has been self-employed since 1998. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm’s investment approach combines fundamental and technical analysis with primarily long-term purchase strategies and utilizes third-party money managers as part of client solutions.

Wealth management Active portfolio management Private / alternative investments
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Samuel Y

CFP®

Edmond, OK

JM2 Capital Inc.

Samuel Youngs is a CFP® professional with JM2 Capital Inc. in Edmond, OK. He has experience working with nonprofit and foundation entities, including operational work with a private family foundation and prior roles with The Baptist Foundation of Oklahoma and The Baptist General Convention of Oklahoma. He is involved with Witness to Win Inc., a private family foundation, in an operational capacity. JM2 Capital provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with a focus on long-term investment strategies and offers family-office and administrative services alongside its portfolio management.

Wealth management Active portfolio management Private / alternative investments
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