Jenna R. Mcalister

G. DEWAYNE MCANALLY

OKLAHOMA CITY, OK 73142

Some features on this profile are disabled

CRD#: 5417512

Professional summary

Jenna Ruth Mcalister, who also goes by Jenna Ruth Smith, is a registered financial advisor currently at G. DEWAYNE MCANALLY located in Oklahoma City, Oklahoma.

Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jenna has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenna Ruth Smith

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 Jenna Ruth Mcalister'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

March 21, 2016 - Present

G. DEWAYNE MCANALLY

Office #1: 5120 Gaillardia Corporate Pl. Suite B, Oklahoma City, OK 73142

RIA

CRD#: 118511

OKLAHOMA CITY, OK

Past

August 28, 2009 - July 20, 2015

AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852

OKLAHOMA CITY, OK

Past

February 27, 2008 - March 2, 2009

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

OKLAHOMA CITY, OK

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".

G. DEWAYNE MCANALLY

G. DEWAYNE MCANALLY | THE ADVISORY GROUP | G. DEWAYNE MCANALLY, LLC

CRD#: 118511 / SEC#: 801-125817

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/3/2022 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

Oklahoma
(3/21/2016)

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: 3/3/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/20/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/26/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

G. DEWAYNE MCANALLY

G. DEWAYNE MCANALLY | THE ADVISORY GROUP | G. DEWAYNE MCANALLY, LLC

CRD#: 118511 / SEC#: 801-125817

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/3/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5120 Gaillardia Corporate Pl. Suite B, Oklahoma City, OK 73142

Mailing Address

Phone number

(405) 728-1649

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (9/30/2025)

ADV 2A - WRAP DISCLOSURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	836
AUM (Assets Under Management)	$ 152,022,727

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.

Similar Advisors

Zachary Holly

OSAIC WEALTH, INC.

IAR

PHOENIX, AZ

Wilfred Brockman

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Estero, FL

Lucas Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Woodland, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jenna R. Mcalister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenna Ruth Mcalister's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN FIDELITY SECURITIES, INC.

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

G. DEWAYNE MCANALLY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2016

Series 63

Date: 10/5/2007

SIE

Date: 7/20/2015

Series 6

Date: 2/26/2008

Current Firm

G. DEWAYNE MCANALLY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

G. DEWAYNE MCANALLY

TRUST BUT VERIFY

Similar Advisors