Jeri D Barrientos

Current Employers

Employment History

• 04/2012 → 01/2024
  Woodbury Financial Services, Inc
  Tulsa, OK
• 01/2024 → Present
  Osaic Wealth, Inc.
  Tulsa, OK

Previous Registrations

• 2012-04-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Tulsa, OK
  Mckinney, TX
  Tulsa, OK
• 2011-03-14 → 2012-04-05
  Prospera Financial Services, Inc.
  Tulsa, OK
  Dallas, TX
• 2007-06-19 → 2011-03-15
  Edward Jones
  Sperry, OK
  Tulsa, OK
  St Louis, MO
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) FIRST MATE FINANCIAL ADVISORS LLC; INVT REL; 1516 S BOSTON AVE, STE 100, TULSA OK 74119; INSURANCE SALES; AGENT; START 06/01/2005; 20 HRS/MO; 20 HRS/MO DURING TRADING; SALES. 2) TUCASA PROPERTIES LLC; NONINVT REL; 5505 E 51ST ST, TULSA OK 74135; RENTAL PROPERTIES; VP; START 12/01/2010; 3 HRS/MO, NONE DURING TRADING; ACCOUNTING. 3) 3) JDB FAMILY LLC; NONINVT REL; 1516 S BOSTON AVE, STE 100, TULSA OK 74119; OWNER; START 01/01/2019; 0 HR/MO; OWN PROPERTY. 4) JDB SPRINGER FAMILY LLC; NONINVT REL; 1516 S BOSTON AVE, STE 100, TULSA OK 74119; OWNER; START 01/01/2019; 0 HR/MO; OWN PROPERTY. 5) SPRINGER HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1516 S Boston Ave, Ste 100, TULSA OK 74119, United States DESCRIPTION: Invest in property. 6) AIRMAN ACRES, INC POSITION: Secretary/Treasurer NATURE: Family Real Estate Holding INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 12331 N 73rd E Ave, Collinsville OK 74021, United States DESCRIPTION: Secretary/Treasurer of an inherited family property [HOA]. Bank account used for maintenance of property only. 7) SKELLY OK PARTNERS, LLC POSITION: limited partner NATURE: LLC Partnership, owned by my retirement account INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2021 ADDRESS: 821 S Johnstone Ave, Bartlesville OK 74003, United States DESCRIPTION: Investor only; no other duties are required as a silent, limited partner. 8) TULSA AIR & SPACE MUSEUM AND PLANETARIUM POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2022 ADDRESS: 3624 N 74th E Ave, Tulsa OK 74115, United States DESCRIPTION: Duties include serving on the board every other month providing direction, oversight and leadership. 9) CURTISS CONDOR RESURRECTED INC POSITION: Director NATURE: 501c3 non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: 12239 N 73rd E Ave, Collinsville OK 74021, United States DESCRIPTION: Overseeing the building of a unique airplane. 10. LUCKY WINGS, LLC POSITION: Board Member NATURE: LLC owned by the Non-Profit, Tulsa Air & Space Museum INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2024 ADDRESS: 3624 N 74th E Ave, Tulsa OK 74115, United States DESCRIPTION: Annual meetings to provide direction, oversight and leadership in support of the Tulsa Air and Space Museum. 11. OKLAHOMA AEROSPACE FOUNDATION POSITION: Treasurer NATURE: Non Profit 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2024 ADDRESS: 110 N. Robinson Ave, #200, Oklahoma City OK 73102, United States DESCRIPTION: Treasurer and board member. We have quarterly board meetings where I review and report the financial status of the organization. Funds are handled by the staff. I have no bank signing authority. 12. VAA CHAPTER 10, INC. POSITION: Vice President NATURE: Association INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2026 ADDRESS: 12323 N 73rd East Ave, Collinsville OK 74021, United States DESCRIPTION: Share the love of vintage aviation with others.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-12
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Other Names

• Jeri Dawn Springer