Jeremy Roberts, Financial Advisor located in Henryetta, OK

Financial Advisor
Jeremy D Roberts

MBA, ChFC®, CEPA®, AAMS®
504 West Main St, Henryetta, OK 74437opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Personal Fitness
  • Football
  • Hunting
  • Real Estate

Team Members

  • Malinda George
    Sr. Branch Office Administrator
  • Brittany Harjo
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(918) 652-3694

Fax

(800) 281-1516

Office Address

504 West Main St
Henryetta, OK 74437opens in a new window

Mailing address

P O Box 1266
504 West Main St
Henryetta, OK 74437

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.