Jayme D. Fowler

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Tulsa, OK 74120

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CRD#: 1307298

Professional summary

Jayme Don Fowler, CIMA®, who also goes by Jamie Don Fowler, Jayme Don Fowler, is a registered financial advisor currently at OAK CREEK PRIVATE WEALTH MANAGEMENT LLC located in Tulsa, Oklahoma and PINNACLE INVESTMENT ADVISORS located in Tulsa, Oklahoma.

Jayme is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jayme has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Don Fowler | Jayme Don Fowler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayme Don Fowler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 30, 2020 - Present

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Office #1: 1616 East 15th Street, Tulsa, OK 74120

RIA

CRD#: 306851

Tulsa, OK

Current

March 15, 2023 - Present

PINNACLE INVESTMENT ADVISORS

RIA

CRD#: 108086

Tulsa, OK

Past

December 5, 2018 - August 22, 2019

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

May 23, 2005 - July 14, 2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

April 25, 2002 - April 19, 2005

TCW FUNDS DISTRIBUTORS LLC

CRD#: 16670

LOS ANGELES, CA

Past

March 1, 2002 - May 25, 2005

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 106546

LOS ANGELES, CA

Past

February 1, 1995 - January 4, 2002

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

SAN DIEGO, CA

Past

November 16, 1987 - December 5, 1989

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

November 16, 1987 - December 31, 1994

AMERICAN CAPITAL MARKETING, INC.

CRD#: 6699

Past

April 22, 1986 - August 25, 1987

PSI SECURITIES CORPORATION

CRD#: 10322

Past

February 19, 1985 - May 2, 1986

ANGELES SECURITIES CORPORATION

CRD#: 8083

Past

December 19, 1984 - January 31, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNACLE INVESTMENT ADVISORS

PINNACLE HOLDINGS LLC | PINNACLE INVESTMENT ADVISORS LLC | PINNACLE INVESTMENT ADVISORS | PINNACLE HOLDINGS, LLC

CRD#: 108086 / SEC#: 801-57298

RIA

Registered Investment Advisory firm - (2/29/2000 Approved)

Oklahoma

Registered Investment Advisory firm - (5/21/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(3/19/2020)

IAR

Oklahoma
(1/30/2020)

IAR

Texas
(3/19/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Current Firm

PINNACLE INVESTMENT ADVISORS

PINNACLE HOLDINGS LLC | PINNACLE INVESTMENT ADVISORS LLC | PINNACLE INVESTMENT ADVISORS | PINNACLE HOLDINGS, LLC

CRD#: 108086 / SEC#: 801-57298

RIA

Registered Investment Advisory firm - (2/29/2000 Approved)

Oklahoma

Registered Investment Advisory firm - (5/21/2010 Terminated)

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Contact information

Main Address

1616 East 15th Street, Tulsa, OK 74120

Mailing Address

Phone number

(918) 582-6864

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE INVESTMENT ADVISORS 4TH QUARTER 2024 BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts	468
AUM (Assets Under Management)	$ 455,171,633

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/06/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jayme D. Fowler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayme Don Fowler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE INVESTMENT ADVISORS

NORTHERN LIGHTS DISTRIBUTORS, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

TCW FUNDS DISTRIBUTORS LLC

TCW INVESTMENT MANAGEMENT COMPANY LLC

NICHOLAS-APPLEGATE SECURITIES LLC

ADVANTAGE CAPITAL CORPORATION

AMERICAN CAPITAL MARKETING, INC.

PSI SECURITIES CORPORATION

ANGELES SECURITIES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

PINNACLE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/1995

Series 63

Date: 1/11/1985

SIE

Date: 7/14/2017

Series 7

Date: 12/15/1984

Current Firm

PINNACLE INVESTMENT ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE INVESTMENT ADVISORS

TRUST BUT VERIFY

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