As an Edward Jones financial advisor, my primary goal is to help my clients understand how planning today for their future can make living in the future stress-free and enjoyable. With a passion for coaching and teaching, Edward Jones allows me to coach and teach individuals and families on a financial scale. By educating clients and their families on how to properly manage and invest their money, I am able to impact their immediate and long-term future in a positive way.
By understanding what is important to my clients, creating a clear and focused game plan and working together long term with my clients, financial freedom and enjoyment is just around the corner. Whether you're looking to invest for retirement, education savings, planning for the unexpected, saving for a specific goal or just interested in building wealth, the dedicated Edward Jones team, including myself and the experts at the Edward Jones home offices, is here to help you achieve those goals.
- Retirement Savings Strategies
- New Investors
- Wealth Strategies
- College Savings
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Health & Nutrition
- Movies & Entertainment
Office Address1618 E Main St
Cushing, OK 74023 opens in a new window
Phone NumberChase D Roten at (918) 725-1380
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More