Jon McAdams

Wealth Consultant at Exencial Wealth Advisors - Oklahoma City, OK, US

Jon McAdams's Colleagues at Exencial Wealth Advisors
Kyle Littleton

Assistant Manager

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Anna Park

Fort Worth Metroplex - Tax Senior

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Tony Saltarski

Sr. Wealth Advisor

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Taylor Gill

Wealth Advisor

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Harshitha Balasubramani

Tax staff

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Dave Totah

Wealth Advisor

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Barbara Caknupp

Receptionist

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Jon McAdams's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Company
Exencial Wealth Advisors
Jon McAdams's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
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Frequently Asked Questions about Jon McAdams
Jon McAdams currently works for Exencial Wealth Advisors.
Jon McAdams's role at Exencial Wealth Advisors is Wealth Consultant.
Jon McAdams's email address is ***@exencialwealth.com. To view Jon McAdams's full email address, please signup to ConnectPlex.
Jon McAdams works in the Financial Services industry.
Jon McAdams's colleagues at Exencial Wealth Advisors are Kyle Littleton, Anna Park, Tony Saltarski, Taylor Gill, Harshitha Balasubramani, Dave Totah, Barbara Caknupp and others.
Jon McAdams's phone number is ["+17138401000"]
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