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3 advisors near 74020
Out of 400,000+ nationwide
Alan B
Series 66
Cleveland, OK
Edward Jones
Alan Baker is a Series 66 licensed financial advisor with Edward Jones in Cleveland, Oklahoma, where he has worked since 2023. He has two years of industry experience and previously worked for the State of Oklahoma Department of Education. Baker is also an adjunct professor at Northeastern State University and Southern Nazarene University, mentoring master’s candidates and teaching online courses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mark R
Series 66
Cleveland, OK
Edward Jones
Mark Ragsdale is a financial advisor at Edward Jones in Cleveland, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walgreens for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.
Joshua H
Series 66
Cleveland, OK
Edward Jones
Joshua Henry is a financial advisor with Edward Jones in Cleveland, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as president of the Cleveland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.
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3 advisors near 74020
Out of 400,000+ nationwide