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Jared C
Series 66
Norman, OK
Edward Jones
Jared Cook is a financial advisor at Edward Jones in Norman, Oklahoma, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at MarkWest Energy Partners. Outside of his advisory role, Cook is involved in tending cattle and farming at the Cook Family Ranch & Farm in Hardesty, 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Michael G
Series 63, Series 66
Oklahoma City, OK
Raymond James Financial
Michael Grant is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James Financial since 2009 and has over a decade of experience selling term and whole life insurance. In addition to his advisory role, he owns and operates an agricultural business involved in growing crops. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.
Jared B
Series 63, Series 65
Oklahoma City, OK
OSAIC
Jared Bulmer is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he serves as an assistant treasurer for the Cleveland Elementary PTA and has composed music for two feature films. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party managed account solutions.
James W
Series 66
Norman, OK
Ameriprise
James Wilbanks is a financial advisor with Ameriprise in Goldsby, Oklahoma, holding a Series 66 credential and six years of industry experience. His career includes roles at Ameriprise Financial Services and the Mendocino County Employees Retirement Association. Outside of his advisory work, he owns Ultimate Consulting, LLC, and serves as Treasurer on the Board of Directors for the Tri-City Gun Club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by algorithmic automation and oversight.
Jason G
Series 63, Series 66
Norman, OK
Raymond James Financial
Jason Grant is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at Raymond James Financial since 2009 and has owned Strong Buy LLC since 2005. Grant also holds multiple insurance agent roles offering health, life, and property insurance products. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.
Zachary M
Series 66
Norman, OK
LPL Financial
Zachary Miller is a financial advisor with LPL Financial in Norman, OK, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Studio Tatum and spent over two decades in pool and patio businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Vincent H
Series 63, Series 65
Norman, OK
LPL Financial
Vincent Hart is a financial advisor with LPL Financial in Norman, Oklahoma, holding Series 63 and Series 65 designations and 33 years of industry experience. He worked at Investment Centers Of America, Inc. for 22 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with advice delivered primarily by investment adviser representatives using various portfolio strategies.
Ginna B
Series 66
Norman, OK
LPL Financial
Ginna Bradshaw is a financial advisor with LPL Financial in Norman, Oklahoma, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Armstrong Financial Services and Sigmon Pilkington Wealth Management. In addition to her advisory work, she is involved with Arbonne as a home-based representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with a range of financial planning and investment management options, including model portfolios and third-party asset management.
Troy B
Series 63, Series 65
Oklahoma City, OK
Edward Jones
Troy Brown is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 1992. Outside of his advisory role, he is involved in managing commercial office properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jamie B
Series 63, Series 65
Mustang, OK
Cambridge Investment Research Advisors
Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.
Aiden J
Series 66
Norman, OK
Ameriprise
Aiden Jones is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Tinker Federal Credit Union and Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.
Christopher A
Series 66
Norman, OK
LPL Financial
Christopher Abernethy is a financial advisor at LPL Financial with two years of industry experience. He previously worked at MidFirst Bank for four years and has held roles at Cornerstone Financial Advisers and Sky Ranch. Abernethy also has experience working at the University of Oklahoma and Wildwood Community Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Hunter S
Series 66
Oklahoma City, OK
J.P. Morgan Securities
Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Michael S
CFP®, ChFC®, Series 63, Series 65
Norman, OK
LPL Financial
Michael Sigmon is a financial advisor with LPL Financial in Norman, OK, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with LPL Financial since 1995. Sigmon also serves as president of Sigmon Associates, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.
John C
Series 66
Norman, OK
Ameriprise
John Carroll is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Carroll serves on the Board of Directors for the Oklahoma State Chapter of the National Association of Insurance and Financial Advisors and chairs its IFAPAC committee. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.
Jacee R
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.
Matt H
Series 66
Norman, OK
Edward Jones
Matt Haben is a financial advisor at Edward Jones in Norman, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at QuadGraphics Inc for ten years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Woodrow S
Series 66
Norman, OK
Edward Jones
Woodrow Smith II is a financial advisor at Edward Jones in Norman, OK. He holds the Series 66 designation and has recent experience transitioning from a 20-year career at AT&T Mobility Services LLC to the financial services industry. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Peter S
Series 63, Series 65
Moore, OK
OSAIC
Peter Shurow Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fsc Securities Corporation and Capital Financial Services, Inc. Outside of his advisory role, he owns two LLCs established for tax planning purposes and acts as an independent agent for fixed insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports a complex corporate structure with multiple advisory and brokerage business consolidations.
Amy M
Series 63, Series 66
Norman, OK
OSAIC
Amy Million is a financial advisor with Osaic Wealth, Inc. based in Norman, OK, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior experience includes roles at Edward Jones and FSC Securities Corporation. In addition to her advisory work, she owns Million Wealth Management, LLC, and Modern Divorce Solutions, LLC, where she assists clients with financial aspects of divorce. She also operates Branchwise Tax Solutions, a tax preparation service, and runs an educational program called My CFO Bootcamp. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.
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