Ponca City, OK S 4th St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

110 S 4th St

Ponca City OK 74601

Advisors at this office

3

Advisors at this office

Caitlyn F

Series 66

Ponca City, OK

Edward Jones

Caitlyn Fox is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She previously worked at Equity Bank for six years and Eastman National Bank for two years. Outside of her advisory role, she serves as Vice President of a Child Development Center in Ponca City, Oklahoma, where she participates in fundraising, board meetings, and volunteer activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Melinda M

Series 66

Ponca City, OK

Edward Jones

Melinda Mc Cormick is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and 23 years of experience with the firm. Outside of her advisory role, she has maintained part-time retail consulting affiliations with Tupperware, Mary Kay Inc., and Bath & Body Works, primarily for personal product discounts and occasional assistance. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment services supported by a nationwide network of more than 23,700 financial advisors.

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

Jodi C

Series 63, Series 66

Ponca City, OK

Edward Jones

Jodi Cline is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. She has been with Edward Jones since 2002. Outside of her advisory role, she serves as Vice President and Board Member for the Blackwell Public School Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Women's Finance Women Professionals
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