Jamie L. Wilson

CAPITAL ADVISORS

Tulsa, OK 74114

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CRD#: 2239278

Professional summary

Jamie Lynn Wilson, who also goes by Jamie Lynn White, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Tulsa, Oklahoma.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jamie has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Lynn White

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.

NAME OF OBA: GO RED FOR WOMEN ELT; ADDRESS OF OBA: TULSA, OK; NATURE: CHARITABLE; INVESTMENT RELATED: NO; TITLE WITH OBA: EXECUTIVE COMMITTEE MEMBER; DUTIES: PLANNING AND STRATEGY; START DATE: 02/15/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lynn Wilson'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®

None

Experience

Current

October 1, 2003 - Present

CAPITAL ADVISORS, INC.

Office #1: 2222 South Utica Place Suite 300, Tulsa, OK 74114

RIA

CRD#: 104643

Tulsa, OK

Past

October 2, 2003 - October 2, 2017

MINSHALL & COMPANY INC.

CRD#: 20050

TULSA, OK

Past

November 21, 2002 - June 17, 2003

GIBRALTAR CAPITAL MANAGEMENT, INC.

RIA

CRD#: 122328

TULSA, OK

Past

July 18, 2001 - March 5, 2002

ARVEST WEALTH MANAGEMENT

CRD#: 42057

LOWELL, AR

Past

July 2, 1999 - March 17, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

August 27, 1998 - November 23, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 29, 1997 - August 19, 1998

HOUCHIN, ADAMSON, L.L.C

CRD#: 42769

TULSA, OK

Past

November 10, 1995 - January 20, 1997

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

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".

CAPITAL ADVISORS, INC.

CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA

Registered Investment Advisory firm - (9/18/1978 Approved)

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

Oklahoma
(10/1/2003)

IAR

Texas
(11/1/2022)

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: 11/19/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/9/1995

General Securities Representative Examination

Current Firm

CAPITAL ADVISORS, INC.

CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA

Registered Investment Advisory firm - (9/18/1978 Approved)

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Contact information

Main Address

2222 South Utica Place Suite 300, Tulsa, OK 74114

Mailing Address

Phone number

(866) 230-5879

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

09 18 2025 CAI FORM ADV PART 2A FINAL (9/18/2025)

Regulatory assets under management

Total Number of Accounts	7,297
AUM (Assets Under Management)	$ 6,146,880,645

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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Advisor Monitoring

Firm Stability Insights

Jamie L. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lynn Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINSHALL & COMPANY INC.

GIBRALTAR CAPITAL MANAGEMENT, INC.

ARVEST WEALTH MANAGEMENT

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

HOUCHIN, ADAMSON, L.L.C

HILLTOP SECURITIES INC.

Primary Firm SEC Registration

CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2002

Series 63

Date: 6/3/1996

SIE

Date: 10/2/2017

Series 7

Date: 11/9/1995

Current Firm

CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

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