Merrill
47yrs
Top advisor by experience in Oklahoma City
5yrs
Jonathan Shields
Financial advisor at Primerica Advisors
Jonathan Shields is a fiduciary financial advisor in Oklahoma City, Oklahoma, with 5 years in the industry. Jonathan joined Primerica Advisors in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office5712 NW 132nd St Suite 1, Oklahoma City, OK 73142
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowPFS Investments Inc.Current firm
Contact Jonathan
5712 NW 132nd St Suite 1Oklahoma City, OK 73142Office · Get directions Firm main line(833) 786-0550Headquarters: Primerica Advisors · Duluth, GA X (Twitter) pagePrimerica Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Primerica Advisors at (833) 786-0550 and ask for Jonathan Shields. Jonathan works from the Oklahoma City, OK office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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