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Jessica K

Series 66

Miami, OK

Edward Jones

Jessica Keys is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in public education with Miami Public Schools. Outside of finance, she has been involved with Flip Out LLC, a power tumbling instruction business, which is now managed by her husband. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various investment advisory programs and maintains a large network of advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Founder/Business Owner Women's Finance Women Professionals
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Joshua W

Series 66

Miami, OK

Edward Jones

Joshua Wheeler is a financial advisor with Edward Jones in Miami, Oklahoma, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Newell Coach for one year. Outside of his advisory duties, Wheeler serves as a pastor at First Assembly of God, a role he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated offerings, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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Donna O

Series 66

Miami, OK

Edward Jones

Donna Olinger is a financial advisor at Edward Jones in Miami, Oklahoma, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a co-owner of Grand Lake Garden Center, a retail business specializing in plant material. 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 nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

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

Series 63, Series 66

Miami, OK

Edward Jones

Alex Acupan is a financial advisor with Edward Jones in Miami, Oklahoma, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns and manages commercial office rental properties in Miami. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm is noted for its extensive retail advisor network and affiliated services, including trust and securities-based lending options.

Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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