El Reno, OK W Elm Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1500 W Elm Street

El Reno OK 73036

Advisors at this office

2

Advisors at this office

Justin T

Series 66

El Reno, OK

Edward Jones

Justin Tate is a financial advisor at Edward Jones in El Reno, OK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Riverview Baptist Church from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Amanda R

Series 66

El Reno, OK

Edward Jones

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Retired Founder/Business Owner Executive
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