Jacob Swanson

Client Advisor

Office: (918) 384-2702

jswanson@arvest.com

Tulsa, OK 74105 OK Ins. Lic. # 3001673368

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Jacob Swanson is a client advisor with Arvest Wealth Management. He graduated with a Bachelor of Business Administration in finance and with a minor in economics from the University of Tulsa. During college he joined Arvest Wealth Management in the Tulsa area as an intern. After graduating, he began his full-time career as a client advisor. He is committed to helping people achieve their financial dreams and plan for retirement. He is located at the Brookside Arvest branch in the Tulsa area.

Arvest Wealth Management

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Services Provided

Education Planning

Estate Planning

Insurance Planning

Investment Planning

Retirement Planning

Office details

Address

4117 S Peoria Ave
Tulsa, OK 74105

Other areas served

Broken Arrow, OK

Copyright © 2024 Arvest Bank. All Rights Reserved. Arvest Bank is a community-based financial institution serving Arkansas, Kansas, Missouri and Oklahoma.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

Advisory portfolio managers within Arvest Wealth Management Portfolio Management and Research are investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs: Investment Management Group (IMG).

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

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Arvest Wealth Management home office located at 5201 Village Parkway, Rogers, AR 72758; mailing address PO Box 1515, Lowell, AR 72745.

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