Emily Oldham (CRD# 7583964) is an Investment Advisor Representative working at Edward Jones in Okmulgee, OK and has 1 year of experience in the finance industry.
CRD# 6721472
Edward Jones
CRD# 5806676
J.p. Morgan Securities LLC
CRD# 2378241
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2022 - Current | 1 |
| Self-employed | Mounds, OK | Jul 2018 - Jun 2022 | 3 |
| Oldham Goods | Mounds, OK | Jul 2020 - May 2022 | 1 |
| Obar Farms | Mounds, OK | May 2020 - May 2022 | 2 |
| Unemployed | Sapulpa, OK | Feb 2018 - Apr 2018 | < 1 |
| Tulsa Girls Art School | Tulsa, OK | Jan 2017 - Dec 2017 | < 1 |
| Unemployed | Jenks, OK | Oct 2016 - Jan 2017 | < 1 |
| Tulsa Community Foundation (dba: Arts Alliance Tulsa) | Tulsa, OK | Aug 2015 - Oct 2016 | 1 |
| Brady Craft Alliance (dba: 108 Contemporary) | Tulsa, OK | Dec 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OK
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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