Andrew Jones (CRD# 6401225) is an Investment Advisor Representative working at The Advisory Resource Group, LLC in Tulsa, OK and has over 9 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
M.s. Howells & Company | Scottsdale, AZ | Dec 2017 - Current | 6 |
Advisory Resource Group Dba Compass Pointe Financial | Tulsa, OK | Dec 2016 - Current | 7 |
Sii Investments | Tulsa, OK | Dec 2016 - Nov 2017 | < 1 |
Legacy Planning Partners | Oklahoma City, OK | Nov 2014 - Nov 2016 | 2 |
Oak Tree Country Club | Edmond, OK | May 2004 - Oct 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2015 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- OK
-
Total Assets Under Management716MILLIONS
-
Total Number of Accounts2,310ACCOUNTS
-
Average Account Value$309,741
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, GA, KS, LA, MO, NE, OK, TX
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