Jamie Lynn Wilson
Chief Operating Officer at Capital Advisors, Inc. (Oklahoma)
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Keith Charles Goddard | M | 93 |
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 33 years |
| Mitchell G. Kaczmarek | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 8 years |
| Andy Brown | M | 51 |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 23 years |
| Steve Soranno | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 7 years |
| Daniel Schluter | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 7 years |
| William Lorton | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 3 years |
| Monty Lee Butts | M | 81 |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 36 years |
| Eric Matthew Cannon | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 12 years |
| Shawna Marie Moore | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 17 years |
| Jon Althage | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 14 years |
| Brad Priest | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 10 years |
| Catherine Bernice Young | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 10 years |
| Brigette Lee Parnell Zuhdi | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 9 years |
| Joe Hawes | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 8 years |
| Thomas WH Liversage | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 8 years |
| Jeremy Travis | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 6 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Richard E. Minshall | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 29 years |
| Meredith S. Camp | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | - |
| John Joseph Hastings | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | - |
| John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 years |
| Chaipatr Srivisarvacha | M | 64 |
Smith Barney Asset Management
| 4 years |
| C. Brad Kelly | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | - |
| Erika Taylor | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 1 years |
| Chris S. Edgmon | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 5 years |
| Thomas Jones | M | 74 |
Smith Barney Asset Management
| - |
| Channing Stice Smith | M | 48 |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 13 years |
| Barry Newman | M | 65 |
Smith Barney Asset Management
| 3 years |
| Jordan S. Socaransky | M | - |
Smith Barney Asset Management
| 1 years |
| Robert Thomas | M | 79 |
Smith Barney Asset Management
| 4 years |
| Derek Maxwell Sadowsky | M | - |
Smith Barney Asset Management
| 7 years |
| Nikolay Beliov | M | - |
Smith Barney Asset Management
| 2 years |
| Kevin Doherty | M | - |
Smith Barney Asset Management
| 4 years |
| Michael Fieldstone | M | - |
Smith Barney Asset Management
| 1 years |
| Gina Marie Griffo | F | - |
Smith Barney Asset Management
| 7 years |
| James A. McCallum | M | - |
Smith Barney Asset Management
| 2 years |
| Nicholas Francis Graziano | M | 52 |
Smith Barney Asset Management
| 4 years |
| Danny Yifan Joe | M | - |
Smith Barney Asset Management
| 2 years |
| J. C. Prewit | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 1 years |
| Mark McKenna | M | - |
Smith Barney Asset Management
| 4 years |
| Louis Crasto | M | 56 |
Smith Barney Asset Management
| 3 years |
| Franklin Berger | M | 74 |
Smith Barney Asset Management
| 1 years |
| Andrew Harrington | M | - |
Smith Barney Asset Management
| 5 years |
| Bharet Malhotra | M | 49 |
Smith Barney Asset Management
| 2 years |
| Matt Roddy | M | - |
Smith Barney Asset Management
| 3 years |
| David Hathaway | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 1 years |
| Blake William Tennant | M | - |
Smith Barney Asset Management
| 7 years |
| David W. Kreutz | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 2 years |
| Brice R. Davis | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | - |
| Vincent Cubbage | M | 59 |
Smith Barney Asset Management
| 4 years |
| Brian Woodland | M | 53 |
Smith Barney Asset Management
| - |
| Celine Fung | F | - |
Smith Barney Asset Management
| 3 years |
| Tom Loughrey | M | - |
Smith Barney Asset Management
| 1 years |
| Colby Lynn Harlow | M | 47 |
Smith Barney Asset Management
| 1 years |
| Bruno Yang | M | - |
Smith Barney Asset Management
| 1 years |
| Gary Richard Woolworth | M | - |
Smith Barney Asset Management
| 2 years |
| Meng Low | M | 59 |
Smith Barney Asset Management
| 2 years |
| Mark Monroe | M | - |
Smith Barney Asset Management
| 6 years |
| Eric Charles Hage | M | - |
Smith Barney Asset Management
| 4 years |
| Chris Paldino | M | 48 |
Smith Barney Asset Management
| - |
| Michael Klein | M | 60 |
Smith Barney Asset Management
| 3 years |
| Andrew Richardson | M | 57 |
Smith Barney Asset Management
| 5 years |
| Silverio Foresi | M | - |
Smith Barney Asset Management
| 1 years |
| Peter Edward Grassi | M | - |
Smith Barney Asset Management
| 16 years |
| Richard S. Lofgren | M | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 8 years |
| Melissa M. Minshall | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 13 years |
| Victor Halpert | M | - |
Smith Barney Asset Management
| 4 years |
| Lee Zeltser | M | - |
Smith Barney Asset Management
| 1 years |
| Robert Koort | M | - |
Smith Barney Asset Management
| - |
| Mario P. Torsiello | M | 68 |
Smith Barney Asset Management
| 12 years |
| Gerald Robert Odening | M | 71 |
Smith Barney Asset Management
| 5 years |
| Cindy J. Shaw | F | - |
Smith Barney Asset Management
| 3 years |
| Georgios N. Bourtzos | M | - |
Smith Barney Asset Management
| 10 years |
| Lisa Cooper | F | - |
Smith Barney Asset Management
| - |
| David Plate | M | - |
Smith Barney Asset Management
| 1 years |
| Andrew Cunagin | M | - |
Smith Barney Asset Management
| 2 years |
| Charlie Scharf | M | 59 |
Smith Barney Asset Management
| 4 years |
| David Hopper MacCallum | M | 86 |
Smith Barney Asset Management
| 2 years |
| Beth Barish May | F | 58 |
Smith Barney Asset Management
| 3 years |
| Peter M. Demirali | M | - |
Smith Barney Asset Management
| 8 years |
| John Edward Allison | M | 74 |
Smith Barney Asset Management
| 18 years |
| Alfredo Cahuas | M | - |
Smith Barney Asset Management
| 4 years |
| Brian C. Courville | M | - |
Smith Barney Asset Management
| 2 years |
| John R. Barber | M | - |
Smith Barney Asset Management
| 4 years |
| Paul D. Maxwell | M | - |
Smith Barney Asset Management
| 2 years |
| A. Patrick Diamond | M | 51 |
Smith Barney Asset Management
| 5 years |
| Barry Zhang | M | - |
Smith Barney Asset Management
| 2 years |
| Matthew S. Levine | M | 49 |
Smith Barney Asset Management
| 1 years |
| Tracy Renee Emmons | F | - |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | 1 years |
| Jeffrey W. Englander | M | - |
Smith Barney Asset Management
| 2 years |
| Sumner Esten Anderson | M | - |
Smith Barney Asset Management
| 10 years |
| Chuck Grom | M | - |
Smith Barney Asset Management
| 3 years |
| Dennis J. Whittaker | M | - |
Arvest Investments, Inc.
 Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | 2 years |
| Craig Everett Ruch | M | - |
Smith Barney Asset Management
| 2 years |
| Mike H. Towey | M | - |
Smith Barney Asset Management
| 4 years |
| Robert H. Potter | M | - |
Smith Barney Asset Management
| 6 years |
| Bill Schultheis | M | 64 |
Smith Barney Asset Management
| 13 years |
| William John Maze | M | 61 |
Smith Barney Asset Management
| 4 years |
| John A. Hupalo | M | 64 |
Smith Barney Asset Management
| 8 years |
| Lauren Ann Smith | F | - |
Smith Barney Asset Management
| 1 years |
| Jeffrey James | M | - |
Smith Barney Asset Management
| 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jamie Lynn Wilson
- Personal Network
