F.I.G. Financial Advisory Services, Inc. logo

F.I.G. Financial Advisory Services, Inc.

Updated today

Client AUM

$162,392,624

Clients

242

Advisors

3

of 3 employees

About

F.I.G. Financial serves individual and high‑net‑worth clients, offering discretionary asset management with continuous account supervision and complementary financial planning. The firm uses a web‑based planning platform to aggregate accounts, run scenario analyses, and share documents with clients.

The firm’s investment process emphasizes value‑based analysis for individual equity positions alongside strategic and tactical asset‑allocation using mutual funds, exchange‑traded funds, listed equities and duration targeting for fixed income. It also employs third‑party technology and AI‑enabled tools to support research and planning outputs, with firm personnel providing human review and oversight of those tools’ results.

Distinctive features include that its associated persons also act as licensed insurance agents and may receive commissions or insurer‑provided reimbursements when implementing insurance or annuity recommendations, a conflict the firm discloses and manages through policies and an impartial conduct standard. The firm also may allocate client assets to a related‑person exchange‑traded fund managed by an associated person and operates with no formal account minimums while managing roughly $162 million across a three‑adviser team.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General retirement planning Life insurance needs analysis Annuities Wealth management

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Fee options

Percentage

$0 - $99,999: 2.20% $100,000 - $249,999: 1.55% $250,000 - $499,999: 1.20% $500,000 - $999,999: 0.85% $1,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.45% $10,000,000+: Negotiated

Main office

14642 Bogert Parkway

Oklahoma City OK 73134

Advisors at this office

3

Most active in

Colorado · Oklahoma · Texas

Also doing business as

F.I.G. Financial Advisory Services, Inc. · Fig Financial Advisory Services Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher J

CFP®, Series 65

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Christopher Jurrens is a CFP® and Series 65 licensed advisor with over 11 years of industry experience. He has been with F.I.G. Financial Advisory Services, Inc. since 2006. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individuals and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based investment approach combined with risk-based strategies and offers tailored portfolios using mutual funds, ETFs, and listed equities.

Retirement income strategy General retirement planning Life insurance needs analysis Annuities Wealth management
user avatar

Samuel J

CFP®, CFA®, Series 65

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Samuel Jurrens is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has worked at Carlson Ridge Capital since 2016 and has been with F.I.G. Financial Advisory Services, Inc. since 2010. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based approach for equity selection combined with risk-based strategies and tailors portfolios to client goals and risk tolerance.

Retirement income strategy General retirement planning Life insurance needs analysis Annuities Wealth management
user avatar

Ricky J

CFP®, ChFC®, Series 63

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Ricky Jurrens is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with F.I.G. Financial Advisory Services, Inc. since 1983 and currently serves as its President and CEO. In addition to his advisory role, he works as an independent agent providing fixed life insurance products. F.I.G. Financial Advisory Services offers fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm manages approximately $151.8 million in discretionary assets and employs a value-based and risk-focused investment approach tailored to client goals and risk tolerance.

Retirement income strategy General retirement planning Life insurance needs analysis Annuities Wealth management
View complete list of advisors at this firm
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