Adrienne Lee Jackson
Investment adviser representative at Arvest Wealth Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Arvest Wealth ManagementAug 2009 to now
- Arvest Asset ManagementJan 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Arvest Wealth Management
Legal name: Arvest Investments, Inc.
$3.4BAssets managed
6,810Clients
204Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5670487
- Firm CRD
- 42057