Jeffrey Bryan Hale
Professional Summary
Jeffrey Bryan Hale, who also goes by Jeffrey B Hale, is a registered financial advisor currently at ODINGARD CAPITAL MANAGEMENT located in Tulsa, Oklahoma. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey B Hale
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
LIFETIME INCOME STORE ADVISORS, LLC | ODINGARD CAPITAL MANAGEMENT, LLC | ODINGARD CAPITAL MANAGEMENT
Contact Information
Main Address
2005 East 21st Street, Tulsa, OK 74114Phone Number
(918) 794-4060# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
45AUM (Assets Under Management)
$34,208,160Similar Advisors
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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.
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State Registrations and Notice Filings
(6/18/2020)
(2/7/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Bryan Hale's CRS (Customer Relationship Summary).
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