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Jayme Don Fowler

Pinnacle Investment Advisors

Tulsa, OK

Tulsa, OK

Oak Creek Private Wealth Management LLC

Tulsa, OK

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Current Employers
Pinnacle Investment Advisors

1616 East 15Th Street, Tulsa, OK 74120 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

1616 East 15Th Street, Tulsa, OK 74120 • United States

Tulsa, OK • United States

Oak Creek Private Wealth Management Llc

1616 East 15Th Street, Tulsa, OK 74120 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

1616 East 15Th Street, Tulsa, OK 74120 • 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
Oppenheimerfunds Distributor, Inc. New York NY 05/2005 07/2017
Unemployed Tulsa OK 08/2017 11/2018
Redwood Investment Management, Llc Los Angeles CA 11/2018 08/2019
Northern Lights Distributors, Llc Omaha NE 12/2018 08/2019
Jayme Don Fowler Tulsa OK 12/2019 Present
Unemployed Tulsa OK 08/2019 12/2019
Oppenheimer Mutual Funds. New York NY 05/2005 06/2017
  • 05/2005 → 07/2017
    Oppenheimerfunds Distributor, Inc.
    New York, NY
  • 08/2017 → 11/2018
    Unemployed
    Tulsa, OK
  • 11/2018 → 08/2019
    Redwood Investment Management, Llc
    Los Angeles, CA
  • 12/2018 → 08/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 12/2019 → Present
    Jayme Don Fowler
    Tulsa, OK
  • 08/2019 → 12/2019
    Unemployed
    Tulsa, OK
  • 05/2005 → 06/2017
    Oppenheimer Mutual Funds.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-13
S63 Uniform Securities Agent State Law Examination 1985-01-11
  • S65 Uniform Investment Adviser Law Examination
    1995-03-13
  • S63 Uniform Securities Agent State Law Examination
    1985-01-11
Designations
Other Names
  • Jayme Don Fowler
  • Jamie Don Fowler

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Anthony Charles Dionisio
MICHAEL SCOT SMITH

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK
LPL FINANCIAL LLC · TULSA, OK

More in Tulsa, OK

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