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Jim Eagleton
Senior Financial Advisor at Wells Fargo Advisors Financial Network
Seasoned financial advisor delivering expertise in retirement planning and investments.
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Location
Tulsa, Oklahoma, United States, US
Skills
- Retirement Planning
- Securities
- Finance
- Equities
- Financial Advisory
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Bio
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Topline AI
Jim Eagleton is a seasoned financial professional with 22 years of experience in securities, finance, and investments. He has worked as a Senior Financial Advisor at Wells Fargo Advisors Financial Network and AG Edwards & Sons, helping manage fixed income and equity securities for clients. He holds an MBA and B.S. in Finance from the University of Tulsa and Oklahoma State University.
Experience
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United States
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Financial Services
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700 & Above Employee
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Senior Financial Advisor
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Jun 2011 - Present
I help manage fixed income and equity securities for retired clients, retirement plans, institutions and foundations.
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Senior Financial Advisor at Wells Fargo Advisors
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Jan 2008 - Jun 2011
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affilliate of Wells Fargo & Company.
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AG Edwards & Sons
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Tulsa, Oklahoma Area
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Financial Advisor
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Jan 1986 - Jan 2008
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Tulsa, Oklahoma Area
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Education
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1980 - 1985University of Tulsa
Master of Business Administration (MBA), Finance -
Oklahoma State University
Bachelor of Science (B.S.), Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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