Kent Wolever, financial advisor Bartlesville OK
93 score

Kent Wolever

CRD Number: 5437777
Current Firm: Edward Jones

Kent Wolever (CRD# 5437777) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2008 - Current 8
Kent Wolever Lawn Care Service Enid, OK May 1998 - Jun 2008 10
Edward Jones Shawnee, OK Oct 2007 - May 2008 < 1
Executive Cleaning And Restoration Enid, OK Jun 2005 - May 2008 2
Shawnee Soccer Club Shawnee, OK Feb 2005 - May 2008 3
Oklahoma Baptist University Shawnee, OK Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Kent T. Wolever
Phone Number: 314-515-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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