Unclaimed Profile

Jamie Lynn Wilson

CAPITAL ADVISORS, INC.·TULSA, Oklahoma

SIE, Series 7, Series 63, Series 65Clean record23 years registeredCAPITAL ADVISORS, INC.

2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 2239278Firm CRD# 104643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jamie Lynn Wilson · TULSA, OK

Registration

CRD #2239278 · CAPITAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Jul 2026 – present

CAPITAL ADVISORS, INC.

Oct 2003 – present

GIBRALTAR CAPITAL MANAGEMENT, INC.

Nov 2002 – Jun 2003

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVISORS, INC.

CRD 104643 · SEC 801-14050

AUM

$5.5B

Regulatory assets under management

Employees

6,518 client accounts

Services offered by CAPITAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CAPITAL ADVISORS, INC. →

Introduction

Speak with Jamie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jamie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TULSA?

Browse all registered financial advisors in TULSA, Oklahoma or claim this profile if it's yours.

Browse TULSA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jamie Lynn Wilson offer?

Jamie Lynn Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Jamie Lynn Wilson's credentials?

Jamie Lynn Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Lynn Wilson located?

Jamie Lynn Wilson is based in TULSA, Oklahoma, working with CAPITAL ADVISORS, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Jamie Lynn Wilson charge for services?

Jamie Lynn Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVISORS, INC.?

CAPITAL ADVISORS, INC. has approximately 59 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →