Trent William Oki
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesJan 2022 to now
- Bank of America NANov 2019 to Jan 2022
- Merrill LynchNov 2019 to Sep 2021
- Wafd BankDec 2016 to Nov 2019
- JP Morgan Securities, LLCDec 2016 to Dec 2016
- JP Morgan Chase BankJun 2016 to Dec 2016
- Transportation and Security AdministrationJun 2013 to Dec 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6588394
- Firm CRD
- 250