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portrait of Jacee N Randall
FINANCIAL ADVISOR

Jacee N Randall

CFP®, AAMS™
11912 S May Ave, Oklahoma City, OK 73170opens in a new window
CallSend Me a Message

About Jacee

My ultimate goal as a financial advisor is to help my clients develop investment strategies that lead to their personalized, long-term success. Throughout that process, I am focused on making every client feel understood, informed and confident with the decisions they make and the strategies we put in place. The relationships that I build with my clients are lifelong, and I cherish my role as a trusted partner, mentor and friend.

I am blessed to serve an incredible group of clients, from small business owners to medical professionals to teachers. Many of my clients are multigenerational families with complex wealth planning...

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Central UniversityBachelor of Arts and Science

Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Cooking
  • Crafts
  • Reading

Team Members

  • Kathryne Figura
    Registered Branch Associate
  • Pamela Daniel
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(405) 691-6027

Fax

(866) 430-7478

Office Address

11912 S May Ave
Oklahoma City, OK 73170opens in a new window

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