Jarred Elwell
Jarred Elwell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norman, OK, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3940 W. Tecumseh Road, Suite 100, Norman, OK, 73072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarred is a partner at Elwell and Spain, PLLC, where he practices law, dedicating minimal time. He is also an employee of Shayne Lester, CFP, handling administrative duties, paraplanning, and client account maintenance, which takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Sowell Management Services
Vsr Financial Services, INC.Broker
State Registrations22 states
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