Cory Jobe, financial advisor Tulsa OK

Cory Jobe

CRD Number: 5784276
Current Firm: Osaic Wealth, Inc.

Cory Jobe (CRD# 5784276) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tulsa, OK and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Tulsa, OK Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Tulsa, OK Mar 2019 - Current 5
Woodbury Financial Services, Inc. Tulsa, OK Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN Apr 2015 - Mar 2019 3
Questar Asset Management Minneapolis, MN Apr 2015 - Mar 2019 3
Axa Advisors, LLC New York, NY Apr 2010 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Cory O. Jobe
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • AR
  • NM
  • OK
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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