Jerry
Roberts

Arvest Wealth Management

CRD#1682539
Investment Advisor
in Springdale, AR

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About this Advisor

Jerry Roberts is a financial advisor who works in Springdale, Arkansas with a total of 24 years of relevant experience. Roberts is currently employed by Arvest Wealth Management. They have spent their whole time as a financial advisor at Arvest Wealth Management. Roberts holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas, Kansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a registered investment business based out of Rogers, AR. The firm has offices in 177 locations and a total of 247 people on staff. It has $3 billion in total assets among its 7,899 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 39 charities and foundations. Of its 7,899 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Arvest Wealth Management provides a broad array of services, such as 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Arvest Wealth Management likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 years

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

3858 South Thompson Street
Springdale, AR 72764

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,704,710,870

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

247

AR Average: 42
Total Number of Accounts

7,899

AR Average: 1,714
Average Account Size

$342,412

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

Jerry Roberts Work History

Jerry has been registered as a financial advisor for 24 years.*

1996 - Present (28 years)

Arvest Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerry Roberts 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

Bradley Blankenship
Bentonville, AR
Pamela Robison
Springfield, MO
Sasha Gray
Tulsa, OK
Ray Ford
Bentonville, AR
Cory Sloan
Tulsa, OK
Koby Cross
Oklahoma City, OK
Daniel Robinson
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. 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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