As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
In 2005, I began my Edward Jones career as a financial advisor in Henryetta. I became a limited partner with Edward Jones in 2010. I attended Northeastern State University in Tahlequah, OK, and graduated magna cum laude in 2002 with a bachelor's degree in criminal justice. In 2014, I earned an M.B.A. in finance from Oklahoma Wesleyan University in Bartlesville, OK, graduating with honors. In addition, I received the AAMS® professional designation in 2009. I also served 6 years in the Oklahoma Army National Guard with the 120th Combat Engineers.
My wife, Guyla, and I have three children. My family and I have lived in Henryetta since 2006. Active in the community, I am a former president of the Henryetta Chamber of Commerce and a former president of the Henryetta Rotary Club. I also serve as a board member on the Henryetta Education Foundation and Henryetta Hospital Authority Board. I am honored to have received the 2016 Henryettan of the Year award.
My branch office administrator, Malinda George, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Personal Fitness
- Real Estate
Office Address504 West Main St
Henryetta, OK 74437 opens in a new window
Mailing AddressP O Box 1266
504 West Main St
Henryetta, OK 74437
Phone NumberJeremy D Roberts at (918) 652-3694
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