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Teresa M

CFP®, ChFC®, Series 63, Series 65

Oklahoma City, OK

Edward Jones

Teresa Malzahn is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2000. Outside of her advisory role, she serves on the board of directors for two aviation manufacturing companies and is involved in longhorn cattle breeding through Malzahn Cattle Company LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Nathan G

CFP®, Series 66

Oklahoma City, OK

Edward Jones

Nathan Geist is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Oklahoma City, OK. No notable outside activities are reported. 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, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Oklahoma City, OK

Edward Jones

Logan Long is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Techtronic Industries and has experience in education through Bowlegs Public Schools and the University of Central Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning Wealth management Retired Founder/Business Owner Executive
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Stacey J

Series 66

Oklahoma City, OK

Edward Jones

Stacey Jennings is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. She previously worked at Continental Land Resources LLC before joining Edward Jones in 2018. Jennings formerly operated an independent contracting LLC related to land services, which is now inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

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