BJ
BJ

Buddy Joe Jessee

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

7131 S. Braden Ave, Tulsa, OK, 74136

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Buddy is involved in insurance sales and manages agents for American National, dedicating minimal time to each. Buddy also owns commercial rental property.

Employment History
Current Registrations
Bfc Planning, INC.
February 2014 - Present · 12 yrs
Securities Management & Research, INC.Broker
September 1983 - Present · 42 yrs 5 mos
State Registrations3 states
KSKYOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.