James Mclean Rip Leech Jr

COLE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD#

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Henderson, NV · CRD#

MORGAN STANLEY

Moscow, ID · CRD#

CHIMERA SECURITIES, LLC

NEW YORK, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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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Years of Experience

1 years registered in the securities industry

Current & Past Employments

Current

ARVEST WEALTH MANAGEMENTCurrent·CRD# 42057

RIA

BD

913 West Monroe Avenue, Lowell, AR 72745

August 28, 2026 - Present

ARVEST WEALTH MANAGEMENTCurrent·CRD# 42057

RIA

BD

913 West Monroe Avenue, Lowell, AR 72745

August 1, 2026 - Present

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Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Current Firm

AW

ARVEST WEALTH MANAGEMENT

ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.

CRD#: 42057 / SEC#: 801-63738, 8-49677

RIA

Registered Investment Advisory firm - SEC (1/3/2005 Approved)

Arkansas

Registered Investment Advisory firm - SEC (1/4/2005 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (1/7/2005 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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).

Contact Information

Main Address

913 W Monroe Avenue, Lowell, AR 72745

Mailing Address

Po Box 1515, Lowell, AR 72745

Phone Number

(888) 916-2121

Established

Arkansas since 07/11/1996

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

238

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (3/30/2026)

PART 2A (3/30/2026)

Direct owners and executive officers

Name	Position	CRD#
ARVEST BANK	OWNER	—
BAKER, JENNIFER W.	DIRECTOR	8305841
BREWER, GRETCHEN DAPHYNE	FINANCIAL AND OPERATIONAL PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER	5089523
CAIN, KENDRA BRADFORD	CHIEF COMPLIANCE OFFICER	4580246
CAIN, KENDRA BRADFORD	DIRECTOR	4580246
COTTRELL, ASA ANDERSON	CHIEF EXECUTIVE OFFICER, CHAIRMAN, DIRECTOR	2151839
CRAIN, BRADLEY JEAN	DIRECTOR	5203394
DERRYBERRY, DEE GARRISON	COO	4013705
DERRYBERRY, DEE GARRISON	DIRECTOR	4013705
HAYS, KIRK JODELL	DIRECTOR	8156910
JAMES, CARA CLUGSTON	DIRECTOR	7249296
LIPSCOMB, TABITHA HUBBS	DIRECTOR	4347525
MACHEN, JAMES MATTHEW	DIRECTOR	4882241
MORBECK, AMY MARIE	DIRECTOR	7972656
PAROUBEK, YURIK IVER	DIRECTOR	8206030
PAYNE, KARLA	DIRECTOR	4725253
PERRON, JOHN ARLEIGH	ARVEST1 MANAGER / MANAGER OF CLIENT SERVICES, MUNICIPAL PRINCIPAL	3159317
PERRON, JOHN ARLEIGH	REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)	3159317
PERRON, JOHN ARLEIGH	PRINCIPAL OPERATIONS OFFICER	3159317
PERRON, JOHN ARLEIGH	PRIVATE SECURITIES OFFERINGS PRINCIPAL	3159317
ROGERS, DONNY RAY JR	PRESIDENT INVESTMENT SERVICES, SECRETARY OF BOARD, DIRECTOR	2602108
ROOKER, BARRY CHRISTOPHER	SENIOR DIRECTOR OF SALES/DIRECTOR	3262999
SHEPARD, RODNEY LEMAN	DIRECTOR	7884866
SMITH, BRIAN ANDREW	DIRECTOR, EXECUTIVE VICE PRESIDENT, SENIOR DIRECTOR OF SALES, DIRECTOR OF RETIREMENT PLAN CONSULTING	2888485
WILKINS, AILEEN MUSHINSKI	DIRECTOR	8305773

Regulatory Assets Under Management

Total Number of Accounts

8,453

AUM (Assets Under Management)

$3,439,741,668

Disclosures

Regulatory Event

3

Arbitration

1

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/02/2026	Cover Page	Report
10/20/2025	Cover Page	Report
01/13/2025	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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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