Jearl W. Meeks, CFP<sup>®</sup>

Jearl W. Meeks, CFP^®

CPA,

Jearl W. Meeks, CFP<sup>®</sup> - Financial Advisor

Jearl W. Meeks, CFP^®

CPA,

Investment Adviser Representative

Wealth Management Strategies

1719 E 71st St
Tulsa, OK 74136

FINANCIAL ADVISOR'S WEBSITE

www.wmsusa.net

(800) 759-0214

+1 More Number

(918) 523-1999

CONNECT WITH Jearl

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee-Based, Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. For residents of AR, AZ, FL, KS, MO, OK, TX. Fixed insurance products and services are offered by WMS.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$200,000

General

Jearl Meeks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Strategies in Tulsa, OK and the surrounding communities.

Financial Advisor Experience

Over 20 years in Financial Planning; Past President of Tulsa Chapter of Financial Planning Association; CPA since 1984.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Insurance Licenses

Life insurance: OKLAHOMA
Health/disability insurance: OKLAHOMA
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Job Loss, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee-Based, Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. For residents of AR, AZ, FL, KS, MO, OK, TX. Fixed insurance products and services are offered by WMS.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$200,000

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