Adrienne Lee Jackson

CFP

Arvest Wealth Management

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Arvest Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

6,336 clients

Average Client Portfolio

$446K average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$25K

Location

3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Arvest Wealth Management

August 2009 - Present · 16 yrs 6 mos

Arvest Wealth ManagementBroker

June 2009 - Present · 16 yrs 8 mos

State Registrations19 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.