Tulsa, OK S Toledo Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,173 offices

Location

9309 S Toledo Ave Ste B

Tulsa OK 74137

Advisors at this office

3

Advisors at this office

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David B

Series 66

Tulsa, OK

Edward Jones

David Bush is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 12 years of industry experience. He worked at Cetera Advisor Networks LLC for nine years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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

Cinamon D

CFP®, Series 66

Tulsa, OK

Edward Jones

Cinamon Demuth is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. She has 18 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the country.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Kade W

Series 66

Tulsa, OK

Edward Jones

Kade Williams is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Foote Ranch for two years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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