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portrait of Jodi R Cline
FINANCIAL ADVISOR

Jodi R Cline

AAMS™
110 S 4th St, Ponca City, OK 74601opens in a new window
Accepting New Clients
CallSend Me a Message

About Jodi

As a financial advisor, my focus is on the success of my clients. I prioritize building meaningful relationships with my clients and gaining a deep understanding of their goals and motivations. With that knowledge, I am able to be their trusted partner and guide them through the ups and downs of life. To better serve my clients, I earned the Accredited Asset Management Specialist™ professional designation.

Since joining Edward Jones in 2002, I have had the honor of serving a variety of exceptional clients. I have helped couples and individuals plan for and live their ideal retirements and multigenerational families manage...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesOctober 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Yoga
  • Traveling
  • Fishing
  • Baking

Team Members

  • Melinda McCormick
    Registered Branch Associate
  • Crystal Ferguson
    Branch Office Administrator
  • Alejandra Matamoros
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(580) 765-3508

Fax

(866) 362-7799

Office Address

110 S 4th St
Ponca City, OK 74601opens in a new window

Mailing address

P.O. Box 344
Ponca City, OK 74602

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