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Brandy P

Series 66

Guthrie, OK

Edward Jones

Brandy Pearce is a Series 66-licensed financial advisor with Edward Jones in Guthrie, OK, and has 21 years of industry experience. She previously worked for United Planners Financial Services and IDS Life Insurance Company. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

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

Series 63, Series 65

Guthrie, OK

Edward Jones

Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. 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 large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Jessica R

Series 66

Guthrie, OK

Edward Jones

Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In addition to her advisory role, she has experience reviewing menus and training employees on food safety in assisted living settings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals
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