Jayme
Fowler
Pinnacle Investment Advisors
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About this Advisor
Jayme Fowler is a financial advisor based in Tulsa, Oklahoma, working with Pinnacle Investment Advisors. Jayme has previously held positions at Oppenheimerfunds Distributor, Inc, Redwood Investment Management, LLC, Northern Lights Distributors, LLC, Jayme Don Fowler, and Oppenheimer Mutual Funds. Jayme has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Jayme is part of Pinnacle Investment Advisors, which operates out of Tulsa, Oklahoma. The firm has 8 employees and manages assets totaling $411.7 million. The firm 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 pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pinnacle Investment Advisors includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Investment Advisors Brokerage Details
$411,656,044
8
440
$935,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jayme Fowler Work History
Jayme Don Fowler
Redwood Investment Management, LLC
Northern Lights Distributors, LLC
Oppenheimerfunds Distributor, Inc
Oppenheimer Mutual Funds
Disclosures
Please visit the SEC profile of Jayme Fowler 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 Pinnacle Investment Advisors
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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