Jearl W. Meeks,  CFP<sup>&reg;</sup> - Financial Advisor

Jearl W. Meeks, CFP®

CPA, CRPS®

Investment Adviser Representative

Wealth Management Strategies

1719 E 71st St
Tulsa, OK 74136
FINANCIAL ADVISOR'S WEBSITE
(800) 759-0214
(918) 523-1999
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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)
  • Other - Charter Retirement Planning Specialist (CRPS®)

Insurance Licenses

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

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


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

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