Jeremy Wilcox (CRD# 6603720) is an Investment Advisor Representative working at Tom Johnson Investment Management, LLC in Oklahoma City, OK and has over 8 years of experience in the finance industry. Jeremy Wilcox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tom Johnson Investment Management LLC | Oklahoma City, OK | Sep 2015 - Current | 8 |
| Oklahoma State University | Stillwater, OK | Nov 2014 - Sep 2015 | < 1 |
| Mexico Joe's | Stillwater, OK | Aug 2014 - Nov 2014 | < 1 |
| Verizon | Tulsa, OK | Jun 2014 - Jul 2014 | < 1 |
| Heseppi's | Stillwater, OK | Jan 2013 - May 2014 | 1 |
| Mimi's Cafe | Tulsa, OK | Dec 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- OK
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Total Assets Under Management1,506MILLIONS
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Total Number of Accounts5,627ACCOUNTS
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Average Account Value$267,561
- A percentage of assets under your management
- Hourly charges
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