Jean
Haas
Phillips Capital Advisors, Inc
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About this Advisor
Jean Haas is a financial advisor based in Oklahoma City, Oklahoma, working with Phillips Capital Advisors, Inc. Jean has previously held positions at Axa Advisors, LLC, Shaw Financial Services Inc, Lpl Financial, LLC, T.S. Phillips Investments, Inc, and Thurston Springer Financial. Jean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Jean is part of Phillips Capital Advisors, Inc, which operates out of Oklahoma City, Oklahoma. The firm has 3 offices and 17 employees. The firm manages assets totaling $588.6 million 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, and selection of other advisers. The fee structure at Phillips Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Phillips Capital Advisors, Inc Brokerage Details
$588,585,326
17
646
$911,123
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
Jean Haas Work History
Thurston Springer Financial
T.S. Phillips Investments, Inc
Shaw Financial Services Inc
Lpl Financial, LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Jean Haas 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 Phillips Capital Advisors, Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Tulsa, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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