Jon David Stolper

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Tulsa, OK
• 08/2004 → 01/2017
  Stolper Asset Management
  Tulsa, OK
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK

Previous Registrations

• 2009-01-02 → 2016-03-16
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK

Other Businesses

(1)Name of Business: 201 Joint Venture Investment Club Address: 3121 E 86th Street, Tulsa, OK, 74104, United States Activity Type: Other Position/Title: Partner Investment Related: Yes Start Date: 05/26/1998 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am one of 6 partners. My wife, Angie is a partner and the other four are all members of my extended family. Any two of the six partners can make investment decisions. (2)Name of Business: Holland Hall School Address: 5566 E. 81st Street, Tulsa, OK, 74137, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 10/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Committee member (3)Name of Business: JAMN Investments LLC Address: 3121 E. 86th Street, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are managing members of LLC and own all of the voting units. (4)Name of Business: Temple Israel Foundation Address: 2004 E. 22nd Place, Tulsa OK, Tulsa, OK, 74114, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/15/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Foundation committee member. President of Temple Israel effective June 26, 2022. (5)Name of Business: The Stolper Company LLC Address: 2021 S. Lewis Ave, Suite 301, Tulsa, OK, 74104, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Utilize LLC as support company for our DBA, Stolper Asset Management to pay certain expenses for operating branch. \n\nEffective January 1, 2025 the dba, Stolper Asset Management , will be replaced by our new dba, Wealth Oklahoma. (6)Name of Business: Wealth Oklahoma Address: 1924 S. Utica Ave, Tulsa, OK, 74104, United States Activity Type: Independent RIA Position/Title: Officer - CEO Investment Related: Yes Start Date: 08/30/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (7)Name of Business: Wealth Oklahoma Address: 2021 S Lewis Ave Ste 301, Tulsa, OK, 74104-5707, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Oversee all activities of the business.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-10
• S65 Uniform Investment Adviser Law Examination
  1992-11-18
• S63 Uniform Securities Agent State Law Examination
  1984-08-31

Other Names

• Jon D Stolper