Jenna McAlister, financial advisor Oklahoma City OK

Jenna McAlister

CRD Number: 5417512
Current Firm: G. Dewayne Mcanally

Jenna McAlister (CRD# 5417512) is an Investment Advisor Representative working at G. Dewayne Mcanally in Oklahoma City, OK and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
G. Dewayne Mcanally Oklahoma City, OK Mar 2016 - Current 8
G. Dewayne Mcanally Oklahoma City, OK Jun 2015 - Current 8
American Fidelity Assurance Company Okc, OK Jan 2009 - May 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Jenna R. McAlister
Phone Number: 405-728-1649
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $164,274
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)
Types of Clients
Registered States

NE, OK, TX

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