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Jenna R. McAlister, AAMS®

Jenna R. McAlister, AAMS®

Investment Advisor Representative

Office: 405-728-1649

Jenna has been in the financial industry for over 15 years and has been a Registered Investment Advisor for over 7 years. She is dedicated to her clients and especially enjoys helping people who are just getting started. 

Jenna holds the the following designation:

Accredited Asset Management Specialist (AAMS®)

The Accredited Asset Management Specialist (AAMS®) designation is awarded by the College of Financial Planning to students who:

  • successfully complete the self-study AAMS program;
  • pass the [mal examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions

The self-study program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.

Successful students receive a certificate and are granted a right to use the designation for a two-year period. Continued use of the AAMS designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
  • paying a fee to continue using the designation.