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5 advisors near 74728
Out of 400,000+ nationwide
Samuel M
CFP®, Series 66
Broken Bow, OK
Edward Jones
Samuel Mc Daniel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Diversey from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide network of advisors and branch offices, as well as its integrated capabilities such as a trust company and securities-based lending.
Jahni B
Series 66
Broken Bow, OK
Edward Jones
Jahni Bachman is a financial advisor with Edward Jones in Broken Bow, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Bachman worked in various roles for multiple municipalities and maintained a legal practice focused on representing abused and neglected children in Department of Human Services cases. This legal work is recognized as community service and involves a reduced caseload. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.
Cheyenne W
Series 66
Idabel, OK
Edward Jones
Cheyenne Williams is a financial advisor at Edward Jones in Idabel, OK, holding a Series 66 designation. Williams has experience working with First Bank and USDA Rural Development prior to joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm operates nationally with over 23,700 advisors and manages approximately $1.01 trillion in assets.
Lewis S
Series 63, Series 66
Idabel, OK
Edward Jones
Lewis Schwartz is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Rachael S
Series 66
Idabel, OK
Edward Jones
Rachael Schwartz is a Series 66 licensed financial advisor with Edward Jones in Idabel, Oklahoma. She has one year of industry experience and previously worked briefly with CGP Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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5 advisors near 74728
Out of 400,000+ nationwide