Advisors at this firm
Casey M
CFP®
Edmond, OK
JM2 Capital Inc.
Casey Morford is a CFP® professional at JM2 Capital Inc. in Edmond, Oklahoma, with two years of industry experience. Prior to joining JM2 Capital, Morford worked at Weir Oil & Gas. He is involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term purchase strategies and offers family-office and administrative services alongside traditional investment management.
Cameron T
CFA®, Series 63, Series 65
Edmond, OK
JM2 Capital Inc.
Cameron Turner is a CFA® charterholder with 12 years of industry experience. He has worked at JM2 Capital Inc. since 2018 and previously spent 13 years at Trust Company of Oklahoma. He has also been self-employed since 1998. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis across various securities and offers family-office and administrative services alongside tailored portfolio management.
Samuel Y
CFP®
Edmond, OK
JM2 Capital Inc.
Samuel Youngs is a CFP® professional with JM2 Capital Inc. in Edmond, OK. He has been in the industry since 2024 and previously worked at The Baptist Foundation of Oklahoma and The Baptist General Convention of Oklahoma. He is involved in a private family foundation, Witness to Win Inc, where he holds an operational role. JM2 Capital provides discretionary asset management and integrated financial planning for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term purchase strategies and portfolio rebalancing.