Stillwater, OK N Duck 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

1120 N Duck Ste J

Stillwater OK 74075

Advisors at this office

2

Advisors at this office

Kevin C

Series 63, Series 65

Stillwater, OK

Edward Jones

Kevin Clark is a financial advisor at Edward Jones with 14 years of industry experience, including 13 years at Edward Jones. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a City Councilor for Stillwater, Oklahoma, acting as a trustee for the Stillwater Utilities Authority and Stillwater Economic Development Authority, and he is a member of the Independent School District No. 16 Board of Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary advisory services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Ezra James S

Series 66

Stillwater, OK

Edward Jones

Ezra James Stacy is a financial advisor at Edward Jones in Stillwater, OK, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at USDA Rural Development for six years and Farmers Cooperative for four years. Stacy also has a background with Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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