Jeffrey B. Hale

ODINGARD CAPITAL MANAGEMENT

Tulsa, OK 74114

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CRD#: 2411474

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey B Hale

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 Jeffrey Bryan Hale's 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

May 7, 2019 - Present

ODINGARD CAPITAL MANAGEMENT

Office #1: 2005 East 21st Street, Tulsa, OK 74114

RIA

CRD#: 297861

Tulsa, OK

Past

November 23, 2010 - September 12, 2018

PENTEGRA DISTRIBUTORS INC.

CRD#: 26249

WHITE PLAINS, NY

Past

September 22, 2009 - October 27, 2009

NRP ADVISORS, INC.

RIA

CRD#: 141430

ALPHARETTA, GA

Past

September 11, 2009 - October 27, 2009

NRP FINANCIAL, INC.

CRD#: 103717

ALPHARETTA, GA

Past

October 11, 2006 - November 28, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

June 20, 2006 - November 28, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 26, 2000 - December 13, 2007

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

March 20, 1995 - November 16, 1999

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Past

January 5, 1994 - March 10, 1994

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

October 22, 1993 - December 10, 1993

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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

Ohio
(6/18/2020)

IAR

Oklahoma
(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

State Security Law Exam

IAR

Series 65

Date: 5/3/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/4/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1993

General Securities Representative Examination

Current Firm

ODINGARD CAPITAL MANAGEMENT

LIFETIME INCOME STORE ADVISORS, LLC | ODINGARD CAPITAL MANAGEMENT, LLC | ODINGARD CAPITAL MANAGEMENT

CRD#: 297861 / SEC#:

Georgia

Registered Investment Advisory firm - (8/7/2018 Approved)

Ohio

Registered Investment Advisory firm - (6/18/2020 Approved)

Oklahoma

Registered Investment Advisory firm - (2/6/2019 Approved)

Texas

Registered Investment Advisory firm - (2/14/2019 Conditional Restricted)

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Contact information

Main Address

2005 East 21st Street, Tulsa, OK 74114

Mailing Address

Phone number

(918) 794-4060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 32,060,315

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

Jeffrey B. Hale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bryan Hale's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENTEGRA DISTRIBUTORS INC.

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GPC SECURITIES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

CHATFIELD DEAN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2019

Series 66

Date: 10/4/2006

Series 63

Date: 11/5/1993

SIE

Date: 9/12/2018

Series 7

Date: 10/21/1993

Current Firm

ODINGARD CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ODINGARD CAPITAL MANAGEMENT

TRUST BUT VERIFY

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