Oklahoma City, OK Quail Creek Rd Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

11004 Quail Creek Rd

Oklahoma City OK 73120

Advisors at this office

5

Advisors at this office

Gary V

Series 63, Series 66

Oklahoma City, OK

Edward Jones

Gary Van Duyne is a financial advisor with Edward Jones in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, all of which have been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, including fiduciary advisory, tax-efficient services, and a large national network of advisors and branch offices.

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

Lacie M

CFP®, Series 66

Oklahoma City, OK

Edward Jones

Lacie Mc Cumber is a CFP® and Series 66-registered financial advisor with Edward Jones in Oklahoma City, Oklahoma, where she has 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, Mc Cumber is the owner of RISE TKLD, LLC, a retail merchandise business. Edward Jones is a full-service wealth management firm serving more than 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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs Family Business Wealth management Founder/Business Owner

Dre'onna A

Series 66

Oklahoma City, OK

Edward Jones

Dre'onna Adkins is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and six years of experience in the industry. Prior to joining Edward Jones in 2020, she worked at Arvest for three years and The First State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional Women Professionals

Michael M

Series 66

Oklahoma City, OK

Edward Jones

Michael Mc Cormick is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2021 and is also a partner in RCM Trucking LLC, a trucking business based in Edmond, OK. Previously, he was involved with Northern Industrial Sands for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, advisory services, and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Intergenerational Families

Cordell S

Series 66

Oklahoma City, OK

Edward Jones

Cordell Setters is a financial advisor with Edward Jones in Oklahoma City, OK. He holds a Series 66 designation and has professional experience spanning several roles, including eight years at Cummins-Setters Commercial Partners and five years at BSOK Marketing. His background also includes positions at Verizon Wireless, Autozone, and Cameron University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages assets of approximately $1.01 trillion and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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