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Jarred E

Series 65, Series 63

Norman, OK

Raymond James Financial

Jarred Elwell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his financial advisory work, Elwell is a partner at Elwell and Spain, PLLC, where he practices law. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports its clients through various advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William S

Series 66

Norman, OK

Raymond James Financial

William Spain is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent over a decade at the University of Oklahoma. Outside of his financial advisory work, Spain is a partner at Elwell & Spain, PLLC, where he provides estate planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and serves clients through a large advisor network with specialized municipal and employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bradley L

CFP®, Series 63, Series 65

Norman, OK

Raymond James Financial

Bradley Lester is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 designations and bringing 29 years of industry experience. He previously worked with Partners In Planning Financial Services and United Planners' Financial Services of America. Lester serves on the finance and investment committee of New Life Bible Church, where he supervises financial recordkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that support its municipal finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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