James
Pelton

Arvest Wealth Management

CRD#1833264
Investment Advisor
in West Fork, AR

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About this Advisor

James Pelton is a financial advisor based in West Fork, Arkansas, working with Arvest Wealth Management. James has previously held positions at Arvest Asset Management and Arvest Wealth Management. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, Missouri, New York, Oklahoma, and Texas. Currently, James is part of Arvest Wealth Management, which operates out of West Fork, Arkansas. The firm has 180 offices and 252 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arvest Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

15 North Centennial
West Fork, AR 72774

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,593,400,723

AR Average: $880,205,985
Total Number of Employees

252

AR Average: 42
Total Number of Accounts

7,674

AR Average: 1,714
Average Account Size

$337,946

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Pelton Work History

2018 - Present (7 years)

Arvest Wealth Management

2013 - 2018 (5 years)

Arvest Asset Management

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Disclosures

Please visit the SEC profile of James Pelton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arvest Wealth Management

Lee Musser
Overland Park, KS
Ryan Nelson
Jacksonville, AR
Donny Rogers
Fort Smith, AR
Joseph Lienhard
Jenks, OK
Clay Nickel
Overland Park, KS
James Baker
Little Rock, AR
Seth Covey
Chickasha, OK
Ashley Rucker
Bartlesville, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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