About Us

JACK B. RILEY

Educational Background and Business Experience

Formal Education
Oklahoma State University – Graduated 1968, B.S. in Accounting
Oklahoma City University – Graduated 1991, MBA

Business Background
Investment Advisor Representative & CCO – JBR co – Financial Management Inc.
Jack Riley CPA, Inc. (Ardmore, OK)
Arthur Young & Co. (Oklahoma City)

Designations
Series 63 & 65 registered adviser
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MIKE W. WHITSON

Educational Background and Business Experience

Formal Education
East Central University – Graduated 1985, B.S. in Business Administration-Marketing

Business Background
Investment Advisor Representative – JBR co – Financial Management Inc.
Financial Adviser, Securian Advisors Mid-America

Designations
Series 7 & Series 66 registered adviser

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KAYLA TWEEDY

Educational Background and Business Experience

Formal Education
The University of Central Oklahoma- Graduated 2012, B.A. in Business Administration-Finance

Business Background
Present- Client Resource Manager with JBR Co.-Financial Management Inc.
2015-2016 Wealth Management Assistant for Allard Financial Advisers
2012-2014 Client Resource Manager for JBR Co.-Financial Management Inc.

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