Jimmie Summers, financial advisor Edmond OK

Jimmie Summers

CRD Number: 1467286
Current Firm: Waddell & Reed

Jimmie Summers (CRD# 1467286) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Tulsa, OK Jan 2020 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Tulsa, OK Jan 2020 - Current 1
Waddell & Reed, Inc. Tulsa, OK Dec 2019 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Tulsa, OK Dec 2019 - Current 1
Midfirst Investment Services Tulsa, OK Dec 2017 - Current 3
1219 North Detroit Ave LLC Tulsa, OK Dec 2015 - Current 5
426 East Latimer Court LLC Tulsa, OK Nov 2015 - Current 5
2115 North Owasso Ave LLC Tulsa, OK Jun 2015 - Current 5
2319 West Oklahoma St LLC Tulsa, OK Sep 2012 - Current 8
824 North 23rd West Ave LLC Tulsa, OK Aug 2010 - Current 10
2544 E 30th St N LLC Tulsa, OK Jul 2010 - Current 10
1356 North Martin Luther King Blvd LLC Tulsa, OK May 2010 - Current 10
1625 East 31st Place North LLC Tulsa, OK Jun 2007 - Current 13
1520 North Frankfort Ave LLC Tulsa, OK Jul 2006 - Current 14
207 East Marshall Place, LLC Tulsa, OK May 2005 - Current 15
Midfirst Bank Tulsa, OK Dec 2017 - Jan 2020 2
Cetera Investment Services LLC St Cloud, MN Dec 2017 - Jan 2020 2
Cetera Investment Advisers LLC Tulsa, OK Dec 2017 - Jan 2020 2
Midfirst Investment Services Tulsa, OK Dec 2017 - Jan 2020 2
Bokf, Na Tulsa, OK Feb 1997 - Dec 2017 20
Bok Financial Securities, Inc. Tulsa, OK Feb 1997 - Nov 2017 20
Bosc, Inc. Tulsa, OK Feb 1997 - Nov 2017 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jimmie D. Summers
Phone Number: 913-236-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    26,947
    MILLIONS
  • Total Number of Accounts
    180,314
    ACCOUNTS
  • Average Account Value
    $149,446
Compensation Options
  • A percentage of assets under your management
  • 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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