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Nicholas H

Series 66

Pryor, OK

Edward Jones

Nicholas Harris is a financial advisor with Edward Jones in Pryor, Oklahoma, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Harris serves as president of Senior Citizens Committee, Inc., which manages property for low-income seniors, and holds various board and membership positions in community and service organizations including the Lions Club International, Rotary Club, and Optimist International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices. The firm offers multiple managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Joshua L

Series 66, Series 65

Pryor, OK

Edward Jones

Joshua Lee is a financial advisor at Edward Jones with one year of industry experience. He holds Series 65 and Series 66 designations. Prior to joining Edward Jones, he was involved with Resilience Training and Excellent Exterior, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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