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Employer firm

Arvest Wealth Management CRD 42057

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-11-18
AR RA APPROVED 2023-04-28
  • LA RA
    APPROVED
    Since 2024-11-18
  • AR RA
    APPROVED
    Since 2023-04-28

Branch Locations

5000 Rogers Ave, Ft Smith, AR 72903 • United States

2619 Highway 62E, Mountain Home, AR 72653 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Wealth Management Mountain Home AR 06/2021 Present
Arvest Bank Mountain Home AR 05/2018 06/2021
Arkansas State University Jonesboro AR 01/2015 05/2018
  • 06/2021 → Present
    Mountain Home, AR
  • 05/2018 → 06/2021
    Arvest Bank
    Mountain Home, AR
  • 01/2015 → 05/2018
    Arkansas State University
    Jonesboro, AR
Other Businesses

1) Amazon Content Creator/Infuencer; Not investment related; Created from Home Residence/presented online at Amazon.com; Video Marketing; Creator/Influencer; Began 1/1/2025; Number of hours/month you devote to the other business: Approx 1-5 hours/mo; zero during trading/business hours; briefly describe your duties relating to the other business: Create videos to showcase product samples from various companies. 2) TikTok Content Creator/Influencer; Not investment related; Created from Home Residence/presented online at TikTok; Video Marketing; Creator/Influencer; Began 1/1/2025; Number of hours/month you devote to the other business: Approx 1-5 hours/mo; zero during trading/business hours; briefly describe your duties relating to the other business: Create videos to showcase product samples from various companies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-28
  • S66 Uniform Combined State Law Examination
    2023-04-28
Other Names
  • Jaysa Leann Barnett

View on SEC IAPD

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